Library

Monthly Musings

Mar-26: Investment Implications of "Epic Fury" on Iran

Feb-26: The Perils of Short-Termism in Equity Investing

Jan-26: Will the "Bubble" Burst in 2026?

Dec-25: Over the Long Term

Nov-25: The Impact of Interest Rates on the Stock Market

Oct-25: Gold Prices and the Economy

Quarterly Review

A timely review of global financial markets that can influence the structure of client portfolios.

Q4-25: A Look Back; a Look Ahead

Q3-25: Cautious Optimism

Q2-25: Returning to Stability

Q1-25: A series of Unusual Events

Q4-24: A Look Back; a Look Ahead

Q3-24: Global Monetary Policy and Financial Markets

Recent Perspective

Q4-25: A Look Back; a Look Ahead

As most of our readers know, in our year-end review, we offer a forecast of the economy and financial markets for the coming year and evaluate our prior-year prognostications. This year is no different, so let’s see how our forecasts for 2025 turned out (note: italics for the predictions) and what we see in our crystal ball for this year.

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