Library
Weekly Missives
Market Musings
Quarterly Review
A timely review of global financial markets that can influence the structure of client portfolios.
Capitalism to the Rescue (Q1-20)
America is Great...Still! (Q3-19)
The Decade Long Economic Expansion (Q1-19)
A Tale of Two Equity Markets (Q4-18)
Recent Perspective
Capitalism to the Rescue (Q1-20)
Almost two years ago, an investor asked us what could bring a halt to the long-term bull market in stocks. Our answer was that the economy should continue to improve, and that corporate America was in excellent shape so that the end of the bull market could only occur if there was some exogenous event that would shock the markets.
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