September 23, 2019By Andrew Keefer, CFAInvestment Planning

The Big Picture “He who has the gold makes the rules” Of all the gold quotes, this one is my favorite. About a decade ago, in the throes of the financial crisis, gold was roughly in the last third of a long secular bull market that began in roughly 2000. Admittedly I was not a … Read More

The Curve

September 5, 2019By Andrew Keefer, CFAMacro

The Big Picture “The red coats are coming! The red coats are coming!” – Paul Rivere Paul Revere was a silversmith and dedicated colonialist who helped coordinate efforts against the British leading up to the American Revolution. Revere was part of a secret group known as “The Mechanics” who are recognized by the CIA as … Read More