William CombsJul 18, 20229 minLetter to Investors: The Allegory of the Cave and Shadows on the WallThe shadows on the wall may not be an accurate representation of the reality of global monetary and fiscal policy. Dear colleagues,...
William CombsApr 15, 20224 minLetter to Investors: The Double-Edged Sword of Interest RatesThe Federal Reserve and Federal government have told us we have a strong economy – the Fed’s commitment to raise interest rates and to...
William CombsFeb 10, 20228 minLetter to Investors: Inflation is a Monetary PhenomenaDear Colleagues, Clients and Friends, What a year it has been. There is a lot to talk about, consider, and take action on as the gears of...
Third-PartySep 8, 20212 minKing Dollar's Decline Ripples Across the Globe(Reuters) - An accelerating decline in the U.S. dollar is reverberating around the world, adding fuel to a global momentum rally that has...