30 05, 2018

Wesbury’s Outlook – Higher Rates Won’t Cause Debt Spiral

By |2018-05-30T09:41:53-04:00May 30th, 2018|Debt, Financial, Interest Rates, Policy|0 Comments

For decades, investors have feared the national debt growing to unsustainable levels and destroying the US economy. Back in 1981, the public debt of the federal government was $1 trillion; today it's more than $21 trillion. At some point, their theory goes, additional debt is going to be the fiscal straw that breaks the camel's [...]

10 04, 2018

Wesbury’s Outlook – A Generation of Interest Rate Illiterates

By |2018-04-10T09:34:27-04:00April 10th, 2018|Fed Reserve, Financial, Governments, Interest Rates|0 Comments

An entire generation of investors has been misled about interest rates: where they come from, what they mean, how they're determined. Lots of this confusion has to do with the role of central banks.  Many think central banks, like the Fed, control all interest rates.  This isn't true.  They can only control short-term rates.  It's [...]

27 03, 2018

Wesbury’s Outlook – When Volatility is Just Volatility

By |2018-03-27T10:49:11-04:00March 27th, 2018|Bullish, Fed Reserve, Financial, Governments, International, Policy, Taxes|0 Comments

Stock market volatility scares people.  But, volatility itself isn't necessarily bad.  Only if there are fundamental economic problems, something that could cause a recession, would we think volatility itself is a warning sign. So, we watch the Four Pillars.  These Pillars – monetary policy, tax policy, spending & regulatory policy, and trade policy – are [...]

20 03, 2018

Wesbury’s Outlook – The Powell Fed: A New Era

By |2018-03-20T21:43:49-04:00March 20th, 2018|Bullish, Fed Reserve, Financial, Governments, International, Policy, Taxes|0 Comments

In the history of the NCAA Basketball Tournament, a 16th seed has never, ever, beaten a one seed...until this year.  But, on Friday, the University of Maryland, Baltimore County (UMBC) beat the University of Virginia – not just a number one seed, but the top ranked team in the USA. We don't expect the unexpected, [...]

14 03, 2018

Wesbury’s Outlook – Stay Invested: Economy Looks Good

By |2018-03-14T10:31:56-04:00March 14th, 2018|Bullish, Fed Reserve, Financial, Governments, International, Policy, Taxes|0 Comments

The current recovery started in June 2009, 105 months ago, making it the third longest recovery in U.S. history. The longest – a 120-month recovery in the 1990s – saw real GDP expand an annual average of 3.6%.  The current recovery has experienced just a 2.2% average annual growth rate – what we have referred [...]

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