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  • July 14, 2019 And the Good Times

    After suffering steep declines in the fourth quarter of 2018, US equity markets closed the first half and second quarter of 2019 at or near all-time highs..

  • January 10, 2019 2018, A Year to be

    Last year was arguably one for the records books given the intense volatility during the fourth quarter. Despite the US equity markets closing at all-time highs in late September..

  • October 10, 2018 Fasten your seatbelts

    For most people, summer is the best time of the year. For investors, it may have been particularly a pleasant one as markets roared ahead. The vibrant health of the overall market and economy during the quarter may have..

  • July 14, 2018 A time to worry?

    For much of the second quarter, the markets could not decide whether it was time to panic and retreat or not. Despite many…

  • April 20, 2018 Is the honeymoon over?

    The title of the first quarterly letter for 2018 ponders the obvious question about the financial markets. Indeed, the long lasting “honeymoon” between…

  • January 20, 2018 One Down, Three Or More

    With the first year of the Trump Administration now history, we take a step back to assess the state of the markets and discuss the outlook for 2018. Markets roared ahead…