A Comparison of Trump and Clinton Economic Plans

A Comparison of Trump and Clinton Economic Plans

In our most recent newsletter, I discussed a few sources that offer aggregated polling information as polling averages are more instructive (and much less prone to cherry-picking) than any individual poll. For those of you who followed that advice, you’ve likely...
The UK Exit from the EU

The UK Exit from the EU

Britain voted yesterday on whether to remain a member of the European Union, and as results were tallied overnight it became clear that the “No” camp had won. Markets do not like surprises and this outcome was very much a surprise as recent polling and odds makers had...

November 2012 Newsletter

It has been an eventful year, both here at home as well as in the wider world. With the election just concluded, Congress now faces the consequential task of addressing the expiration of the Bush tax cuts as well as automatic spending cuts. In the first article below,...
February 2012 Newsletter

February 2012 Newsletter

Although it doesn’t feel like it, the calendar shows that it’s late February, and that means that most of us will be filing our tax returns in the next several weeks. We’ve mailed out all the documentation our clients need from us for taxes, and if clients haven’t...
November 2011 Newsletter

November 2011 Newsletter

I hope you had a Happy Thanksgiving. I had intended on sending this out prior to the holiday, but as events in Europe unfolded I thought it would be more helpful to wait until things reached a turning point and provide our views on the situation. The lead article...
June 2011 Newsletter

June 2011 Newsletter

Summer is here, and as was the case last year, the market seems to be wavering a bit. One of the underlying causes for that is softer economic data of late, and in the first column below, we examine whether the slowdown is temporary or indicative of something more...

September 2010 Newsletter

Work always tends to slow a bit during the summer, which provides both time to catch up and to relax. Jennifer and I just got back from a few days of vacation, and the smaller crowds there made it clear that the end of summer is just around the corner and once Labor...

August 2010 Newsletter

As you might imagine, even though we’re long-term investors here at Minerva, it’s difficult to avoid following the market on a day-to-day basis. One thing that’s been striking of late, as well as for significant periods over the last few years has...