Paragon Capital Management

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Latest News & Insights

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Literature for Review

Yield Curve Inversion: Is a Recession Imminent?

August 2019

The yield curve recently inverted for the first time in over a decade. Does it predict recessions?

Investment Strategy and Outlook

July 2019

Real GDP growth in the first quarter registered a surprising 3.1%, surprising because of expectations for a more meaningful slowdown. . .

Investment Strategy and Outlook

April 2019

Over the last year, each quarter's economic growth has been less than the prior quarter (4.2% Q2, 3.4% Q3, and 2.2% Q4). . .

Investment Strategy and Outlook

January 2019

The US economy's rate of growth will slow along with other economies, according to most forecasters.. . .

Investment Strategy and Outlook

July 2018

High valuations imply low returns over an extended time period and/or large declines.. . .

Investment Strategy and Outlook

April 2018

Allocation: Our overall allocation strategy is defensive because of high valuations of both stocks and bonds. High valuations imply low returns over an extended period of time. . .

Investment Strategy and Outlook

January 2018

The economy appears to have significant momentum after posting growth of 3.1% in the second quarter and 3.2% in the third quarter. As illustrated below, growth may exceed 3.0% again. . .

Investment Strategy and Outlook: Stock Market Dashboard

October 2017

Last quarter, we shared a brief introduction to our stock market dashboard. In this memo, we provide more details on the underlying indicators. . .

Investment Strategy and Outlook

July 2017

The trend in U.S. Economic growth will average close to 2%. After a weak 1.4% in the first quarter, second quarter growth will be between 1.9% and 2.7%. . .

Investment Strategy and Outlook

January 2017

The trend in U.S. Economic growth will average close to 2%. The upside has improved, but risks have increased. The reasons for slow growth include an aging population. . .


Archive of Paragon Publications


SEC Brochure and Brochure Supplement


For more advisory information about the qualifications and business practices of Paragon Capital Management visit the Securities and Exchange Commission (SEC); website at www.adviserinfo.sec.gov.