INSIGHTS

2021 Q1 White Paper: Game Over?

What fueled interest in a company where fundamental analysis would suggest avoiding it? How did the GameStop rally impact the broad market? What were the implications of the GameStop frenzy? What lessons can we learn? And what are the key differences between trading and investing?

Click here to read a PDF of the written 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