Blue Water’s Bi-Monthly Market Review May 18th, 2017: “What’s Up With the Economy?” (or, What Kind of Growth Is Likely Now?)

Join us in our bi-monthly market forum May 18th, 2017. The meeting will be @ BWCA’s Office, 324 W Superior Street, 1405 Medical Arts Building, Duluth MN 55802, from 5:15-6:30 p.m.

1. “Introduction”                                                                                 Matthew T. Timpane

2. “Recent Economic History”                                                          Matthew T. Timpane

3. “Is Growth Affected by Debt Loads?”                                         Kevin M. Wilson

4. “How the Credit Cycle Impacts Growth”                                   Kevin M. Wilson

5. “The Fed and Economic Cycles”                                                  Matthew T. Timpane

6. “Will Fiscal Stimulus Work?”                                                       Kevin M. Wilson

7. “Q & A”                                                                                              KMW/MTT

Posted in Commentary, Events

Blue Water’s Bi-Monthly Market Review March 16th, 2017: “Jump In, The Water’s Fine” (or, What History Tells Us About Extreme Market Swings)

Join us in our bi-monthly market forum March 16th, 2017. The meeting will be @ BWCA’s Office, 324 W Superior Street, 1405 Medical Arts Building, Duluth MN 55802, from 5:15-6:30 p.m.

1. “Introduction”                                                                                 Matthew T. Timpane

2. “Low Volatility and Risk”                                                              Matthew T. Timpane

3. “Valuation Peaks and Risk”                                                          Kevin M. Wilson

4. “Sentiment Peaks and Risk”                                                         Kevin M. Wilson

5. “The Fed and Market Cycles”                                                       Matthew T. Timpane

6. “Is This Another Bubble”                                                              Kevin M. Wilson

7. “Q & A”                                                                                              KMW/MTT

Posted in Commentary, Events

Blue Water’s Bi-Monthly Market Review January 17th, 2017: “Can Trump’s Tax Cuts and Deregulation Work” (or, What History Tells Us About Policy)

Join us in our bi-monthly market forum January 17th, 2017. The meeting will be @ BWCA’s Office, 324 W Superior Street, 1405 Medical Arts Building, Duluth MN 55802, from 5:15-6:30 p.m.

1. “Introduction”                                                                                     Kevin M. Wilson

2. “Roadblocks to Fiscal Stimulus”                                                     Matthew T. Timpane

3. “Supply-Side Stimulus in the 1920s”                                             Kevin M. Wilson

4. “Supply-Side Stimulus in the 1960s”                                             Kevin M. Wilson

5. “Supply-Side Stimulus in the 1980s”                                             Kevin M. Wilson

6. “The Failure of the Bush Tax Cuts”                                               Kevin M. Wilson

7. “The best reflation trades for investors”                                      Matthew T. Timpane

8. “Q & A”                                                                                                KMW/MTT

Posted in Commentary, Events

Blue Water’s Special Market Review December 14th, 2016: “Holiday Cheer(fullness)” (or, How Cookies & Eggnog Improve Basically Everything)

Join us for a special monthly market forum December  14th, 2016. The meeting will be @ BWCA’s Office, 324 W Superior Street, 1405 Medical Arts Building, Duluth MN 55802, from 5:15-6:30 p.m.

1. “Season’s Greetings”                                                                                Matthew T. Timpane

2. “Announcements”                                                                                            Kevin M. Wilson

3. “5-Minute Year in Review”                                                                    Matthew T. Timpane

4. “5-Minutes on Hope for the Economy”                                                      Kevin M. Wilson

5. “Q & A”                                                                                                                       KMW/MTT

6. “More Cookies and Conversation”                                                                                    ALL

Posted in Commentary, Events

Blue Water’s Bi-Monthly Market Review November 17th, 2016: “The Pivot to Reflation” (What to Do When Inflation Returns)

Join us in our bi-monthly market forum November  17th, 2016. The meeting will be @ BWCA’s Office, 324 W Superior Street, 1405 Medical Arts Building, Duluth MN 55802, from 5:15-6:30 p.m.

1. “Introduction”                                                                                    Kevin M. Wilson

2. “Why talk about a pivot to reflation”                                            Kevin M. Wilson

3. “How ZIRP and NIRP will drive reflation”                                 Matthew T. Timpane

4. “The impact of helicopter money”                                                Matthew T. Timpane

5. “The impact of demographics on inflation”                                Kevin M. Wilson

6. “The best reflation trades for investors”                                      Kevin M. Wilson

7. “Q & A”                                                                                                KMW/MTT

Posted in Events

Blue Water’s Bi-Monthly Market Review September 15th, 2016: “Potpourri” (A Collection of Ideas & Observations)

Join us in our bi-monthly market forum September  15th, 2016. The meeting will be @ BWCA’s Office, 324 W Superior Street, 1405 Medical Arts Building, Duluth MN 55802, from 5:15-6:30 p.m.

1. “Introduction”                                                                                    Kevin M. Wilson

2. “Wall Street Loves the Wrong Data”                                            Matthew T. Timpane

3. “King Dollar, Gold, & Oil”                                                               Kevin M. Wilson

4. “The Economics of Health Insurance”                                         Matthew T. Timpane

5. “Cognitive Dissonance and the Bull Market”                              Kevin M. Wilson

6. “Q & A”                                                                                                KMW/MTT

Posted in Commentary

Blue Water’s Bi-Monthly Market Review July 21st, 2016: “Perspectives on Global Financial Problems” (or, Opportunities Buried in the Ashes)

Join us in our bi-monthly market forum July 21st, 2016. The meeting will be @ BWCA’s Office, 324 W Superior Street, 1405 Medical Arts Building, Duluth MN 55802, from 5:15-6:30 p.m.

1. “Introduction”                                                                                    Kevin M. Wilson

2. “Brexit’s Impact on the Markets”                                                  Matthew T. Timpane

3. “The Eurozone Banking Crisis”                                                      Kevin M. Wilson

4. “The Chinese Devaluation Threat”                                                Kevin M. Wilson

5. “Similarities/Differences with Respect to the 1930’s”               Kevin M. Wilson

6. “Opportunities Buried in the Ashes”                                             Matthew T. Timpane

7. “Q & A”                                                                                                 KMW/MTT

Posted in Commentary, Events