Blog

Fed is Falling Behind the Curve

 Short term interest rates should be much higher – possibly 5%. The Federal Reserve is behind the curve and we believe this will lead to inflation.
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Will Italy Be Saved by the ECB?

The Italian election at the end of May has shaken up Europe and the Italian bond market.    The change in Italy will make things more volatile over the next several months.    We believe that the ECB will keep Italy afloat…
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Ballooning Corporate Debt

Corporations have increased debt loads over the past few years because of the Federal Reserve’s ultra easy monetary policy. Now with rates going up, stress is starting to show up in the corporate bond market. With over $4.4 trillion in…
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Recency Bias: Are You at Risk?

Jim Gore, CIO of THOR Investment Management, discusses some of the behavioral biases we are seeing by investors in the stock market today.
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Market Updates

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