2019 Investment Themes: Bear Market Blues
Dear Friends, We hope you’ve had a restful holiday season with family and a pleasant start to the New Year. The fourth quarter of 2018 saw steep declines in US stocks, with certain... READ MORE
Review of 2018 Investment Themes
2018 was an uneven year for our market predictions. We were right on six calls and wrong on four calls. While we were right about the general market direction, a few of our... READ MORE
The signal among the noise
Friends, As we approach the end of an eventful 2018, there continues to be a steady torrent of major news stories dropping daily. From CEOs tweeting about taking their companies private, to escalating... READ MORE
Keeping an eye on what matters for the economy, Trade.
Dear Friends, Over the past year and a half, trying to absorb news has felt a bit like drinking water from a fire hose. Like many of you, we have steadily become more concerned and... READ MORE