Kavar Canvas

Questions and Quandaries in the New Year

Date16 Jan 2018

In 1939, Winston Churchill characterized the geopolitical interests of Russia as, “a riddle, wrapped in a mystery, inside an enigma.” Essentially, they were so dense and secretive as to be indecipherable and impossible to foretell.1 Such a colorful, triple-barreled description applies today, almost 80...

The 4 Quarters of the 1st Third of 2017

Date01 May 2017

When the closing bell rang on Friday, we put to bed the first third of the “new” year. A strong week in the financial markets confined April’s showers to the weather map, as both the Dow Jones Industrial Average and the S&P 500 posted...

Playing Safely on a Trump-o-line!

Date13 Feb 2017

When my children were younger and smaller, there was widespread neighborhood concern about the safety of those new spring-loaded, high-netted and higher-flying backyard trampolines. Not only, the wary warned, could there be issues with the integrity of the assembly, but so too with the...

The Tightrope Between Washington and Wall Street

Date02 Sep 2016

Since it has received such little media attention of late, it has been easy to forget that the presidential election is just over 2 months away…….Ha! OK, bad joke…..I just wish it was a bad dream! Despite the historically low favorability ratings1 of the major...

Searching for Smooth Air

Date04 Apr 2016

I thought the best April Fool’s Joke that I heard last week was that Thursday was the end of the first quarter of 2016…..Only 3 months? Impossible – Not falling for it! With the intensity of the market’s traversing, the vexing amount of volatility...

Put me in Coach, I’m Ready to Play!

Date16 Nov 2015

If interest rates were baseball players, and Janet Yellen, their coach, it’s easy to envision the invocation of John Fogerty’s snappy sports sonnet, “Centerfield.” Channeling the ringing refrain: “.…put me in coach, I’m ready to play….today,” several players in the capital mar-kets line-up have...

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