Thursday, January 10, 2019
Investment Climate Jan 2019: The Very Strange Correction
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What a difference one quarter makes! In our last Investment Climate (October 2018), we wrote that we “…certainly expecte...
Tuesday, December 18, 2018
The Return of the "Hissy Fit"!
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image link We have discussed many times over the last decade or so how the market's reactions to scary headlines and prognosticatio...
Thursday, November 29, 2018
The Fixation on the Fed
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Regardless of what the Chairman of the US Federal Reserve said yesterday, including his "two words", the bigger issue is the ...
Wednesday, October 10, 2018
The Correction Begins
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In our recent Investment Climate , we warned that a correction (maybe sizable) was inevitable. It appears, at least in the prices for h...
Monday, October 8, 2018
Investment Climate Oct 2018 - Focus on the Business
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We continued to see significant and broad-based gains in our growth strategies over the last quarter and have significantly surpassed the ...
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