US to Test a Federal Digital Currency

TF Jenkins

Wednesday, January 4, 2023

Quick note as a follow up to our pieces on blockchain and digital currencies (Blockchain Part I , Blockchain Part II ,  and Crypto and the Fed ):  Quietly the Federal Reserve Bank of New York is conducting a 12-week test of a...

2022 Predictions – Mid Year Check-In

TF Jenkins

Wednesday, July 20, 2022

A mid-year analysis of our 2022 predictions.

Markets in a Minute: Quantitative Easing As the Federal Reserve Bank begins to dial back its pandemic-era stimulus measures, the risks of a policy misstep increase. But the central bank seems keenly aware that it must pull off a...

All Inflation is Transitory

TF Jenkins

Thursday, November 4, 2021

Inflation is here but for how long? The great semantic debate is whether this inflation is transitory. The answer is: Yes, it just depends on what your definition of “transitory” is (thank you Bill Clinton!). Everything is...

Evergrande – Not so grand and why does it matter?

TF Jenkins

Tuesday, September 21, 2021

Global stock markets (those that were open, more on that later) have been rocked at the beginning of this week. Obviously, the COVID Delta variant has had an impact on the global recovery from shutdowns, but we’ve know about this...

Reviewing the Tensions with Russia

Benjamin Maura

Tuesday, August 3, 2021

Tensions with Russia – Subsiding or Intensifying? The highly anticipated summit between President Biden and Vladimir Putin took place Wednesday, June 16. The meeting, which lasted about 2 and a half hours, covered a variety of...

Market Musings

John Lancaster

Tuesday, August 3, 2021

There is no doubt that economic data has shown warning signs, hinting of inflation. How has this impacted the markets? So far, equities seem to be faring strong, with no indication of changing. As of writing this, the S&P 500 sits just...

Podcast - One Creative Act

TF Jenkins

Wednesday, June 30, 2021

I was asked to be on a podcast with one of the most creative people I know, my wife! Listen as we go into details about how Rivergrass was created and discuss the compass points that guide our vision: Spotify: TF Jenkins: Living a Life...

The Cause and Effect of Market Manipulation

Benjamin Maura

Thursday, June 10, 2021

Since their inception, the financial markets have grown increasingly efficient due to advancements in technology, progressions in information flow, and increased investor sophistication. Anomalies and other inefficiencies in the market...

Crypto and the Fed - Why Legislate It When You Can Tax It?

TF Jenkins

Monday, May 17, 2021

Cryptocurrencies have been a hot topic around the water cooler the past few months. We did a deep dive into crypto and Bitcoin a few months ago here (Bitcoin Part I) and here (Bitcoin Part II) but we find the 24-hour new cycle (and...

Wage Inflation?

Benjamin Maura

Tuesday, May 11, 2021

Job Shortage Amidst a Red-Hot Economy – Wage Inflation? Payroll gains of this previous month were projected by many forecasters to be over a million, nonetheless, only 266,000 jobs were added (CBS News). However, the lack of job...

Cryptocurrencies and Sports

John Lancaster

Tuesday, May 11, 2021

There is no debate that over the last couple of months, cryptocurrency has received a lot of attention among investors. Following the trend of higher prices, NFL players have also taken notice of the crypto market. NFL offensive...

Week of May 3, 2021 - Tax Changes - Here We Go Again

TF Jenkins

Thursday, May 6, 2021

Tax Changes - Here We Go Again Just as we are starting to digest the 2017 Tax Cuts and Jobs Act, we bring in a new administration determined to upset the apple cart. Granted, COVID and the CARES act changed everything - you cannot...

Sugar High - Is Inflation Coming???

TF Jenkins

Wednesday, April 28, 2021

The country, and probably the world, has not seen this much government intervention or increased bank deposits (M2 up 27%) in the financial system since at least WWII. This has led us to the age-old rules of supply and demand - a large...

Week of February 1, 2021

TF Jenkins

Tuesday, February 2, 2021

I apologize for not having written in a while. Honestly, I haven't known what to write. The pieces on bitcoin (I know, I still owe the final installment) took a lot of time and research. Coupled with the election, contending the...

Bitcoin, Cryptocurrencies, and Blockchain - Part II

TF Jenkins

Friday, January 8, 2021

Week of December 14, 2020 Bitcoin, Cryptocurrencies, and Blockchain Part II In 2008 someone going by the pseudonym Satoshi Nakamodo innovated prior cryptographic and computer technology, and wrote a white paper titled “Bitcoin: A...

Week of January 4, 2021

TF Jenkins

Monday, January 4, 2021

Week of January 4, 2021 Our weekly outlook on culture, ingenuity, and markets. Christmas Season, Happy New Year, Let’s Put Covid Behind Us! Quotes Stuff I read that gets stuck in my head Charlie Brown: Isn't there anyone who...

Bitcoin, Cryptocurrencies, and Blockchain - Part I

TF Jenkins

Wednesday, December 16, 2020

Week of December 14, 2020 Our weekly outlook on culture, ingenuity, and markets. Quotes Time’s glory is to calm contending kings, To unmask falsehood, and to bring truth to light, To stamp the seal of time in aged things, To wake...

Week of November 1, 2020

TF Jenkins

Tuesday, November 3, 2020

Our weekly outlook on culture, ingenuity, and markets. It’s election week! In an already crazy year, let us add some gasoline to the fire. Quotes Stuff I read that gets stuck in my head My dear Reverend Fathers, my letters did...

Week of October 25, 2020

TF Jenkins

Sunday, October 25, 2020

Quotes Stuff I read that gets stuck in my head Why Toots has attracted the photogs and magazines, he’s not entirely sure and not particularly interested. He seems to understand, or know intuitively, that an interest in...

Read on for Our Outlook on the Prior Week and the Week Ahead Quotes Stuff I read that gets stuck in my head People do not give up their loves and hates as long as life lasts. Waves of feeling come and go with the passage of time. . ....

Quotes Stuff I read that gets stuck in my head The town stood in its own shadow of better times, when families depended on agriculture for their livelihood, on work for exercise, on common sense for intelligence, on each other for...

Focus on the Third Quarter (and there is an election ahead!) There is so much noise out there right now, that I decided to focus on the election and current events and abandon our prior format for a bit. Therefore, I guess this weekly...

September 2020 Allocation Outlook

TF Jenkins

Monday, September 28, 2020

September 2020 Allocation Outlook With market valuations where they are (high), we recommend rebalancing equities to the original allocation. Additionally, with the current COVID/Election/SCOTUS/social unrest, it seems that Congress...

Quotes Stuff I read that gets stuck in my head “They gave him some glasses that brought things back for a while and he said they were wonderful and that once he was done feeling sorry for himself, he became greedy for the looking...

Week of August 30, 2020

TF Jenkins

Sunday, August 30, 2020

Please find our weekly content, musings, and ideas. Feel free to contact us with any questions or if you would like any of the below web content emailed to you (some are paywall sites). tf@rivergrasswm.com Quotes Stuff I read and that...