INSIGHTS

2018 Q2 Market Commentary

The term “curveball” has many different meanings in sports and in life. For baseball lovers, it is that fateful pitch that is meant to keep hitters off-balance to have them swing too early.1 In life, this baseball terminology has become a popular way to describe something that is unexpected or disruptive. When we evaluate how to describe the markets in 2Q18, some would think Sandy Koufax is out there throwing his famous curveballs to investors to test sentiment and keep investors on edge.

Emerging Market Currencies and Modern Currency Crisis

Inflation Inflection Point

2018 Q1 Market Commentary

Controlling Emotions in an Algorithmic World

Comments on Recent Market Volatility 2/5/2018

VCA 2018 Themes and Outlook

Verdence View on Tax Cuts and Jobs Act

Bitcoins & Bubbles

2017 Q2 Market Commentary