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Wealth Taxes

As the Biden administration considers options to fund proposed spending, the possibility of a wealth tax continues to surface.  While there are no specifics, or bills in Congress, at this time, investors may want to consider some of the potential consequences, intended and/or unintended. It should be recognized that the idea of a wealth tax […]

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Taxes: Rates Versus Revenues

The need to raise taxes is definitely front and center in the news, driven by the administration’s unprecedented pursuit of unfunded spending.  This has led to an increase in the concept of “fair share”, a concept that defies definition. Perhaps it would be constructive to examine the whole idea of taxation.  One might think that […]

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Here We Go Again

According to data from Freddie Mac, Americans are back to tapping their homes for cash.  During the first quarter of 2021, home equity loans cashed out, reached an estimated $49.6 billion, up nearly 80% from the year ago period, but still below the $84 billion quarterly cash-out rate reached in 2006.  A decision that proved to […]

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Non-binding, Feel Good Agreements

Successful investing generally depends on a modicum of certainty.  Consequently, non-binding agreements, often entered into as a politically driven gesture to a particular interest group, can present a dilemma for investors. For example, consider the Paris Agreement, an agreement within the United Nations Framework Convention on Climate Change.  Under the agreement, each country must determine, […]

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Electric Vehicle Demand

It is clear that governments around the world are seriously committed to the electrification of motor vehicles.  What is less certain, is the extent of consumer acceptance of electric vehicles (EVs). Currently, EVs account for a small single digit percentage of world-wide light vehicle sales.  While most EV manufacturers are able to sell all they […]

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Political Facts

Doesn’t it seem as though nearly everything has become more politicized and that people are less willing to agree to disagree? Even a casual reading of both The New York Times and The Wall Street Journal, on the same day, could make one wonder if they both live on the same planet. All of this […]

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