Covered Call Articles

We discuss the effects of quantitative easing on future economic growth and the importance of income in today’s market environment. An example of a covered call is also presented.
Download July 2011 commentary

We discuss inflation, the Fed´s quantitative easing program and unemployment, as well as potential actions the government may take to “solve” the debt burden.
Download April 2011 commentary

We discuss some key market trends and our risk management process as it relates to the high net worth investor.
Download January 2011 commentary

We discuss the interesting contrast between consumers and governments, how consumers are de-levering as governments continue to borrow and spend in order to stimulate growth.
Download October 2010 commentary

We discuss today´s regulatory environment (the recent healthcare and financial reform, plus the potential for tax and energy reform) as well as strategies for managing through all the uncertainty.
Download July 2010 commentary

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

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

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

We outline the details of the government stimulus and housing programs, their intentions, and their implications for investors.
Download April 2009 commentary

We discuss how the financial landscape has changed and how to design a road map of opportunities for the future.
Download January 2009 Commentary