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Commentary Articles

  • Economic Commentary
    Category: Commentary

    Debt: Yours, Mine and Ours

    Two aspects of debt are bothering investors. Student loan debt and federal government debt seem to be on investors’ minds. These two types…

  • Economic Commentary
    Category: Commentary

    Inflection Point

    In school, I did not get very deep into differential calculus before the math was over my head and my mind drifted to…

  • Category: Commentary

    Yellen as Portfoilio Manager

    Over the last several years the Federal Reserve has built a very large portfolio: $4,559,960,000,000 as of mid-January. As portfolio managers our minds…