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Life after Tax Reform— Olympic Level Tax Gaming — the Second Half – A Changing Dynamic for the Economy and Markets

Date Posted: December 30, 2017
Tax Reform—“Good or Not So Good?” Real life experience for individuals and corporations will determine the eventual answer to that question, not talking heads. A real life event will come in February with issuance of new withholding tables. Average wage earners will then judge the net effect on their take home pay. Of course, the more comprehens…

2018 Commentary — Part 4 of 4 – Investment Summary and Conclusions

Date Posted: December 8, 2017
The Economy Shows Little Excesses–Economic Growth Should Continue in 2018 Little economic excesses exist that would suggest a slowdown in 2018. This comfortable economic backdrop helps to underlay the current financial market “complacency”. The historically low volatility index—the VIX– provides evidence of this “complacency.” Last week the VI…

2018 Commentary — Part 3 of 4 – The Fed – Change and Change

Date Posted: December 8, 2017
Fed Funds Rate Where To? Over the last 12 months, the Fed made two important policy reversals. Last December, it raised the Fed funds rate for the first time in nearly a decade. Our past commentaries outlined the reasons why we expected the Fed to be more aggressive with the frequency of its rate increases than investors expect. We dubbed that r…

2018 Commentary — Part 2 of 4 – Tax Reform – Reform Not Simply Tax Cuts

Date Posted: December 8, 2017
Tax Reform—Will It Pass? The chances tax reform clears Congress remains somewhat uncertain as of this writing. The odds increased significantly yesterday when it cleared the Senate budget committee. The bill now moves to the Senate floor for a final vote. If the Senate ultimately passes the tax reform bill, it still must go through the House-Sen…

2018 Commentary — Part 1 of 4 – It Was A Very Good Year – And Now?

Date Posted: December 8, 2017
We divided our 2018 outlook into four self-standing commentaries. This first commentary focuses on the overall economy. The second examines the impact of tax reform on 2018 and longer-term. Then the third commentary looks at the Fed’s policies and organizational changes. Finally, our fourth commentary offers our investment summary and conclusion…

SkyView Investment Advisors: 2018 Commentary — In Four Parts Part 4

Date Posted: December 6, 2017
The Economy Shows Little Excesses—Economic Growth Should Continue in 2018 Little economic excesses exist that would suggest a slowdown in 2018. This comfortable economic backdrop helps to underlay the current financial market “complacency”. The historically low volatility index—the VIX– provides evidence of this “complacency.” Last week the VIX…

SkyView Investment Advisors: 2018 Commentary — In Four Parts Part 3

Date Posted: December 2, 2017
Fed Funds Rate Where To? Over the last 12 months, the Fed made two important policy reversals. Last December, it raised the Fed funds rate for the first time in nearly a decade. Our past commentaries outlined the reasons why we expected the Fed to be more aggressive with the frequency of its rate increases than investors expect. We dubbed that r…

SkyView Investment Advisors: 2018 Commentary — In Four Parts Part 2

Date Posted: December 2, 2017
Tax Reform—Will It Pass? The chances tax reform clears Congress remains somewhat uncertain as of this writing. The odds increased significantly yesterday when it cleared the Senate budget committee. The bill now moves to the Senate floor for a final vote. If the Senate ultimately passes the tax reform bill, it still must go through the House-Sen…

SkyView Investment Advisors: 2018 Commentary — In Four Parts Part 1

Date Posted: November 30, 2017
We divided our 2018 outlook into four self-standing commentaries. This first commentary focuses on the overall economy. The second examines the impact of tax reform on 2018 and longer-term. Then the third commentary looks at the Fed’s policies and organizational changes. Finally, our fourth commentary offers our investment summary and conclusion…

Investor Optimism – Despite “The Merry Minuet” Environment

Date Posted: October 26, 2017
The optimism of consumers, business owners, and investors continues at high levels despite hurricanes in Florida, Texas, and Puerto Rico, fires in California, and possible nuclear confrontation in Korea. In past markets, investors also faced similar issues. For some perspective on the relative constant of world issues, let us look back about 60 …