Insights

11.11.19 Paix et Prosperite Investment Meeting

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Stick to the Plan

Global stocks continued their march upwards as bond prices and the dollar fell. Investors are sensing better days ahead inspiring a shift away from bonds/cash to stocks. While we remain... Continue reading

The Trend is Your Friend

  Last week stock prices rose to all-time new highs as bond prices fell.  There were material progress and enhancements made on the three key data points that we have... Continue reading

Running Toward Daylight

Since markets bottom on extreme pessimism, rise on a wall of worry, and peak on over-exuberance, we were pleased to read in Barron’s yesterday that their fall 2019 Big Money... Continue reading

Investment Committee Meeting 10.21.2019

Bill Ehrman discusses his personal investment view on October 21, 2019... Continue reading