Daily Archives: Dec 28, 2018 at 10:38 am EST

The Capital Spectator & The Milwaukee Company

Several years ago I had the good fortune to cross paths with The Milwaukee Co. (TWC), a wealth management firm in Thiensville, Wisconsin, located a few miles north of Milwaukee. What began as an ad-hoc consulting relationship on research projects for portfolio design, backtesting and risk analytics has slowly expanded into a regular, formal routine for yours truly. As of this month, think of me as TMC’s in-house consultant on research, analytics and related matters for portfolio management.
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Macro Briefing: 28 December 2018

Congress adjourns with no end in sight for partial gov’t shutdown: CNN
Initial data suggest China’s economy slowed for 7th month in Dec: Bloomberg
New survey: More Americans blame Trump for gov’t shutdown: Reuters
Trump’s economic adviser: Fed Chair and Treasury Secretary jobs are safe: CNBC
Is Wall Street’s rebound a bear trap? MW
US jobless claims dip, signaling ongoing strength in labor market: Reuters
Consumer Confidence Index for US slips to 5-month low in Dec: MW