INSIGHTS

2021 Q2 White Paper: Irrational Investing Spotlight

We have witnessed outlandish and speculative behaviors infiltrate the markets this year. This noise has fueled volatility in select areas of the markets, has flooded media headlines, and tempted some to question the core investment principles of due diligence, patience, and discipline as keys to long-term investment success.  

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