NOTES

January 19, 2017

Good Evening:

Election drama past, Inauguration drama to come, we find ourselves in a land far different from the past 8 years.  Opinions and hyperbole aside, Change has arrived.  The Media experts/DNC poll-keepers/Nate Silver/Newsweek may have eterna...

January 6, 2017

Our base case outlook for 2017 is for the equity market to post a mid- to high-single digits total return driven by low double digit increase in earnings (of around 11% for the S&P 500), offset by a modest multiple contraction (trailing P/E dropping...

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