And the Good Times Continue…

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. The global rally in fixed income markets continued as well. For the quarter ended June, the Dow Jones Industrial...

2018, A Year to Be Remembered…

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, most asset classes ended the year on a negative note.  The S&P 500 delivered a total...

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 gotten lost due to the news headlines during the...

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 negative headlines, it was a challenge to clearly and emphatically determine a risk factor that justified a general move to safety in the...

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 President Trump and the U.S. equity markets seems to be over, with the Dow Jones Index down roughly 12% between the...
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