Welcome! As always, it remains RSW’s goal to offer insightful views,
while providing bold and accurate forecasts.
Quarterly Reports
- Q3 2021: “And Now Folks, If You Will Just Step This Way” October 4, 2021
- Q2 2021: “Headlines are not Forecasts” July 7, 2021
- Q1 2021: “Are We Clear?…Crystal” April 5, 2021
Intra-Quarterly Reports
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”.