The Wall of Worry (Redux)
In more than a few client meetings, we have found ourselves saying that if you only looked at the headlines and what was going on in the media/politics/geopolitical front, you…Read article
From QE to QT
Investors will be glad to say goodbye to 2018, and especially the final month of last year, which turned out to be the worst December for the stock market since…Read article
Quarterly Market Webcast – November 2018Watch video
Mid-term Election Jitters
Investors will recall that 2017 was a year characterized by an extreme lack of volatility in the stock market relative to historical norms. Coming into the current year, we said…Read article
Quarterly Market Webcast – August 2018Read article
Quarterly Market Webcast – May 2018Read article
Of Tariffs and Trade Wars
When economists studied the Great Depression after the 1930s, one of the things that was cited as worsening the economic decline and prolonging the recession was the Smoot-Hawley tariffs. This…Read article
The Big Disconnect
One of the questions we hear in almost every client meeting of late is, “How can the market be going up when things are so bad out there?” Rather than try to…Read article
Climbing The Proverbial ‘Wall of Worry’
Stocks got off to a strong start in Q1 2017, despite the myriad of calls that the market was overvalued and stocks were overdue for a big correction. Despite all…Read article
Does the ‘Trump Rally’ Have Legs?
Before we discuss the Trump rally and if it has legs, it is instructive to recap 2016 and how our views and portfolio positioning played out relative to the markets. …Read article
Are We In The Late Innings Of This Business Cycle?
The current bull market (which began in 2009) will soon be entering its 9th year of expansion. That is quite a long time for a bull market to run without…Read article
How Will This Central Bank Experiment End?
Market volatility: The volatility investors witnessed in the global financial markets at the beginning of the year has certainly lessened in intensity recently, but various issues and events persist that…Read article
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