INSIGHTS

2020 Q1 Market Commentary

The first quarter of 2020 will hold an indelible page in history. The Coronavirus pandemic abruptly crippled global healthcare systems, froze global economic activity, and ended a record 10-year bull market.

Click here to read PDF commentary.

2023 Q1 Market Commentary: Compounding Economic Risks

2023 Themes and Outlook

2022 Q4 White Paper: Bitcoin and Bubbles Part III

2022 Q3 Market Commentary: A No Good Very Dreary Year

2022 Q2 Market Commentary: Paying the Pandemic Price Tag

2022 Q2 White Paper: The ABCs of Easy Money

Special Volatility Report

2022 Q1 Market Commentary: This Time is Different

2022 Themes and Outlook: A Shifting Global Economy

2021 Q4 White Paper: ESG Investing

2021 Q3 Market Commentary

2021 Q3 White Paper: Stagflation