January 5, 2015

This week we start with a review of our proprietary Geo Score and highlight some ups and downs as well as provide you a link to get the scores themselves.   We also update our chart of regional Geo Scores in New Jersey and comment briefly on recent news from the New York State […]

December 22, 2014

This week we touch on recently published statistics for Personal Income by State; highlight the risks to Texas economy from recent oil price decline; and discuss “Negative Arb”, one of the inputs into long term municipal supply.

National Personal Income Increases, But States Vary

Last week the BEA released updated information on State Quarterly Personal […]

December 15, 2014

This week we contemplate the linkage between high yield municipal and high yield taxable markets, share some observations from the Massachusetts Investor Conference, and highlight our white paper on the SEC’s Next Move in Muniland.

Are High Yield Munis Immune from Taxable High Yield Troubles?

In last week’s Commentary  we discussed the impact […]

December 8, 2014

This week we reprise something we (Gregg B.) wrote in 2012, which unfortunately remains relevant today. We also take a quick look the US Trade Deficit and individual State export volumes.

With focus continuing on pensions, and with pension bonds seemingly back in vogue, we thought it worthwhile to revisit an excerpt from our […]