Welcome! As always, it remains RSW’s goal to offer insightful views,
while providing bold and accurate forecasts.
Quarterly Reports
- Q3 2017: “The Buck Stops Here” October 10, 2017
- Q2 2017: “Pick the Winners, Avoid the Losers” July 11, 2017
- Q1 2017: “When Worlds Collide” April 7, 2017
Intra-Quarterly Reports
- Intra-Quarterly: Will Short Term Pain Yield Long Term Gain? November 27, 2017
- Intra-Quarterly: Hurricane Harvey’s Impact on the Municipal Bond Market August 29, 2017
- Intra-Quarterly: Barron’s Article Response June 2, 2017
- Intra-Quarterly: Normal March 9, 2017
White Papers
Plunging home prices could be the largest deflationary force that we have seen in decades”.
If you are paying a 35% Federal tax rate, you are supposed to say thank you very much for the recent bout of Municipal bond price weakness, and concentrate your attention on the market’s taxable equivalent yield of 6.63%”.
It is no longer out of place to fear both a financial event where securities and institutions of all kinds are affected and an economic contraction caused by a severely damaged consumer”.