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January 11, 2019

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Which forecasts are you chasing early in 2019?

The year begins as it ended: with considerable uncertainty over serious challenges domestically and globally.  However, if your investments are thoughtfully allocated, you can ignore most of the chatter involving year-ahead...

November 16, 2018

OK, Be That Way 

(Writing from 33,000 ft. somewhere between Houston & Philadelphia)

We  spent  time  on  the  road  in  the  past  month  meeting with many bank management  teams.   One comment captured how a CEO saw the  world and was managing for the business cycle....

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