Five things to know about Trump's controversial ObamaCare decision

Doug Kirkpatrick, CFA

October 14, 2017

Politics, United States

Five things to know about Trump's controversial ObamaCare decision

Nathaniel Weixel of The Hill gives us five things to know about Trump's recent decision to end payments to insurers meant to help low-income people afford their insurance. I can personally confirm four of these things.

Doug Kirkpatrick, CFA

October 11, 2017

Politics, Quarterly Commentary, United States, International, Environment, Tax

3Q17 CIO Commentary

Doug Kirkpatrick, CFA

October 11, 2017

Politics, Quarterly Commentary, United States, International, Environment, Tax

In this quarter's CIO commentary, we talk about picking a new Federal Reserve chairperson, the hurricane season, and take a deep dive into the implications of the Republican's tax framework document.

Doug Kirkpatrick, CFA

August 11, 2017

Investments, United States, International

Implications of a 30x CAPE

Doug Kirkpatrick, CFA

August 11, 2017

Investments, United States, International

Michael Batnick, CFA, wrote this week on his The Irrelevant Investor blog about the ugly implications of today's 30x S&P 500, should the irrepressible force that is reversion to the mean take hold:

Doug Kirkpatrick, CFA

July 18, 2017

Politics, United States

Close to a Laughingstock

Doug Kirkpatrick, CFA

July 18, 2017

Politics, United States

Outgoing director of the US Office of Government Ethics, Walter Schaub, discusses the blatant disregard of long-accepted ethics norms given by President Donald Trump and his appointees, and the need for more "teeth" in the ethics program, in today's New York Times editorial page:

Doug Kirkpatrick, CFA

July 17, 2017

Politics, United States