We discuss the optimism that has driven the market higher, the expansion of debt that is likely to make things challenging going forward, and why a strategy of “singles and doubles” makes more sense than swinging for the fence.
Download April 2010 commentary
Fighting For Recovery On Multiple Fronts
We discuss the competing forces of inflation and deflation, the unprecedented credit expansion of the past 25 years, and what to expect as the leverage bubble unwinds.
Download October 2009 Commentary
2010 and Beyond: Flying Into Economic Headwinds.
We discuss how yesterday´s economic tailwinds are becoming today´s headwinds and how focusing on income and managing volatility will continue to be critical going forward.
Download July 2009 Commentary
Good News? Or Merely Less Bad News?
We outline the details of the government stimulus and housing programs, their intentions, and their implications for investors.
Download April 2009 commentary
An Economic Overview: Implications for U.S. Investors of the World Economy and Monetary Stimulus Efforts.
We discuss how the financial landscape has changed and how to design a road map of opportunities for the future.
Download January 2009 Commentary