Hope Springs Eternal
7 Apr 2019
The global financial markets had a very strong week with expectations rising that the U.S. and China would reach a trade deal reigniting global growth. While all the comments from... Continue reading
Insights
Growth
14 Apr 2019
The key question facing investors is whether global growth will accelerate or stagnate from this point onward.
Our view remains that growth has already bottomed in the United States and... Continue reading
There’s No Place Like Home
31 Mar 2019
The U.S. stock market finished its best quarterly performance since 2009 rising by nearly 13% with the 10-year treasury bond ending at a breathtaking 2.4%. The pundits/experts have been fighting... Continue reading
The Past May Not Be Prologue for The Future
24 Mar 2019
We have been saying for some time now that we are living in a VUCA environment categorized by volatility, uncertainty, chaos and ambiguity. The past is most probably not an... Continue reading
It’s Darkest Before Dawn
17 Mar 2019
It’s amusing to us to listen to the pundits/experts shifting their views almost daily staying one step behind the markets.
Forbes wrote an article about us on August 14, 1995... Continue reading
Alarm Bells Are Ringing
10 Mar 2019
Aggressive monetary ease may stem the global economic slowdown, while boosting the value of financial assets, but we really need widespread structural financial and regulatory reforms, as well as trade... Continue reading
Don’t Bet Against City Hall
3 Mar 2019
The global financial markets continue to climb walls of worry each week with the pundits/experts still focusing primarily on the shift in the Fed’s stance last December. While that move... Continue reading