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?

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2018 Q2 Market Commentary

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