Wednesday, February 9, 2022
Charting an investment course in a sea of clichés
Wednesday, March 17, 2021
A 10-Year Forecast
Friday, April 24, 2020
In a story that will continue to unfold over many months and probably years, the period of late February into April, 2020, will go down in the annals of economic history as the most remarkable eight weeks we have ever experienced — with more volatility sure to follow.
Monday, April 13, 2020
Coming into 2020, the US economy was firing on all cylinders
Monday, April 13, 2020
We continue to advise clients to stick to their long-term investment plans
Monday, April 13, 2020
The S&P 500 officially entered bear market territory
Monday, April 13, 2020
Since our recent note on the Coronavirus situation, the headlines and corresponding market volatility have notably worsened.
Thursday, April 9, 2020
Yes, Virginia, there is a Santa Claus… rally.
Friday, February 28, 2020
Our thoughts about the recent market declines
Friday, March 22, 2019
Rather than react emotionally to volatility in the equity markets we remain disciplined in our process.
Monday, March 4, 2019
Why the market is where it should be, and why finding companies with high cash margins in growth sectors is the new defense.
Monday, March 4, 2019
Reasons for the current Bear Market are many, but even in combination they pale in comparison to the real estate induced financial crisis of 2008.