Market Updates
Weekly Financial Insights Blog

Strategic Patience

Last week, Vice President Mike Pence used the phrase “strategic patience” to describe the U.S.'s former foreign policy toward North Korea. These words may also reflect the way investors need to think about geopolitical events and their investments. Geopolitics While global politics are alw[...]

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April Showers

If you live in my hometown, Milwaukee, you know that the last two weeks have been difficult because of the weather. While winter was mild, spring has been typical, which means no sun, a lot of rain and temperatures in the 40s. The forecast for the next three days is more of the same. We get through [...]

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Stocks and the Freedom Caucus

With the removal of the health care bill from the House floor on Friday, Speaker Paul Ryan acknowledged that the system of governing has gotten more complex. In his press conference, he noted that Republicans have been an “opposition party” and now they have to learn how to “govern.” Sunday,[...]

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Everything’s Up

On Wednesday, the Federal Reserve agreed to lift the Federal Funds rate by .25%, bringing the new range to .75 -1.00%. This is the third such hike in the last 15 months. After the announcement— which was well anticipated by markets—stocks, bonds and gold all rallied. How can markets that are sup[...]

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Stock Prices as a Leading Indicator

I have an opportunity to co-teach a course in portfolio management with a local finance professor. As a result, I am required to return to my finance roots and think about markets from an academic perspective. Last weekend, our class discussed how to determine the value of a stock. While there are m[...]

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BAT and You

If you are a major league baseball fan, you know that spring training has begun and games are underway. If you are a Brewers fan, you are trying to understand what “rebuilding” means. As we approach President Trump's address to the joint session of Congress today, we know that spring training is[...]

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Devil’s Advocate

Last week, our entire research and portfolio management team got together, as we do each quarter, to discuss our investment philosophy and process. We were focused on developing the behaviors of successful investment teams. One of the most important behaviors has to do with intellectual curiosity. B[...]

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Road Trip

My wife’s difficulty with altitude sickness has turned our annual skiing sojourn to Colorado into a road trip, as we use time in the car to acclimate to the thinner air found in the mountains. For the economically minded, 32 hours on the road provides insight into over-the-road commerce, the value[...]

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Parenting 202

As my son transitions to the double digits, I find one of the parenting challenges getting more difficult to balance: The use of a hands-on approach to providing direction versus a hands-off approach of allowing him to try, fail and try again. I understand the benefits of both and know that they sho[...]

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Transitions Are Hard

Last Friday’s inauguration of our country’s 45th president went smoothly—on the dais. Outside the mall in Washington D.C. and around the country, there were those who were exercising their First Amendment right to protest. The transition of political power will likely be more contentious, give[...]

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