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IWM Monthly Promontory June 2019

Better Read then Dead … So egregious are China’s violations of commercial norms—from policies that favor local companies and penalize foreign firms to gross theft of propriety technology—the US could easily assemble a multilateral offensive of greater thrust than unilateral…...

IWM Commentary May 2019

May Commentary A complex of market events, trade wars, geopolitical maneuvering and Middle East saber rattling spooked investors and threatened the world’s strongest source of growth. As the U.S. and China squared off over market- access issues and international copyright…...

IWM Monthly Promontory May 2019

IWM MONTHLY PROMONTORY MAY 2019  The Case for Trade Schools The enrollment scam exposed … how our obsession with “elite” institutions obscures more economical ways to prepare for well-paying, fulfilling jobs: namely trade schools. Socio-economically, neglecting blue-collar workers is a…...

IWM Commentary April 2019

April Commentary Events of April confirmed reports of the U.S. economy’s demise were at best premature. Wage growth remained solid; consumer sentiment percolated at or near the post- recession peak; stock markets were healthy and the employment rate fell to…...

IWM Monthly Promontory April 2019

IWM MONTHLY PROMONTORY APRIL 2019 Squinting Through The Big Muddy It behooves the Brits to buy as much time from Brussels as possible in negotiating the divorce rather than giving in to a potentially chaotic “no-deal” departure. If that means…...

IWM Quarterly Commentary – 1st Quarter 2019

1st Quarter Commentary A relatively strong, albeit slowing, US economy in the first quarter mingled uneasily with the specter of an inverted yield curve – historically a herald of recession – and talk of lower interest rates. Markets moved higher…...

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