Upbeat About Cyclical Recovery, Uncertain About Results

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Upbeat About Cyclical Recovery, Uncertain About Results

Analysts at ISI report that we're experiencing a rebound that's unique, far better than after the Great Depression, thanks to unprecedented government involvement. However, we need to understand not just the cyclical side of what's taking place and affecting markets, but also the structural underpinnings of the economy if we're going to be ready for the new environment down the road.

What Can We Learn From Japan's Binary Dilemma?

Printing money for 25 years after its bubble burst, Japan now finds its economy in deep trouble. The statistics are surprising, and talking about this with clients is a good way to broach the subject of how our future may look and how we'll be ready if we face similar economic disequilibrium and if fat-tail events occur in the financial markets.

Scoring Points in the "How Am I Doing?" Report

A monthly letter to clients that explains where their portfolio stands, what's affecting your thinking and actions, and how the human brain doesn't always lead us to the right answers makes them think about their own perspective and reach their own answer to this perennial question.