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Has the keg gone dry?  Back in my (much, much) younger days I enjoyed a good party and had the staying power of a marathoner to last well into the wee hours.  However when the keg went dry it was time to head home.  I believe we are in the part of the economic cycle where, metaphorically speaking, the keg… read more →

Generally speaking, the economy is firing on all cylinders as evidenced by S&P 500 25% earnings growth and 8% revenue growth in Q1 2018. Business leaders are feeling optimistic as capital spending growth in Q1 was up around 25%, its highest in seven years, and no doubt influenced by changes in the corporate tax code. Further evidence of the economic robustness can be… read more →