The Wall of Worry (Redux)
October 23, 2019

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…

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From QE to QT
January 24, 2019

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…

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Quarterly Market Webcast – November 2018
November 14, 2018

Quarterly Market Webcast – November 2018

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Mid-term Election Jitters
October 22, 2018

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…

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Quarterly Market Webcast – August 2018
August 9, 2018

Quarterly Market Webcast – August 2018

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Quarterly Market Webcast – May 2018
May 10, 2018

Quarterly Market Webcast – May 2018

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Of Tariffs and Trade Wars
April 19, 2018

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…

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The Big Disconnect
October 13, 2017

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…

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Climbing The Proverbial ‘Wall of Worry’
April 26, 2017

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…

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Does the ‘Trump Rally’ Have Legs?
January 20, 2017

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. …

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Are We In The Late Innings Of This Business Cycle?
October 20, 2016

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…

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How Will This Central Bank Experiment End?
July 18, 2016

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…

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