Our take on the investing, financial, & economic themes of the day

Post-Election Reflections

10 November, 2016 by Mark O'Brien in Commentary
What If Trump wins which, we are told, is more likely than the polls would suggest?  The result could be a bit like the aftermath of the Brexit vote:  a sharp selloff, and then a rebound as investors rediscover that the president is part of a much larger system of overlapping and competing ... read more...

The 2012 Election: Implications for Investors

12 November, 2012 by Ben O'Brien in Commentary
On Tuesday Barack Obama was reelected president and during the next two days the Dow Jones Industrial Average lost 434 points, or 3.3%, which is the largest two-day decline in a year.  What are the implications of the 2012 election for investors and are they as dire as this week’s sell-off ... read more...