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Macro Commentary

Investor Letter

January 1, 2011 by Van Hulzen Asset Management

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

Filed Under: Macro Commentary

Less or More?: Consumers and Government Chart Different Paths To Recovery

October 1, 2010 by Van Hulzen Asset Management

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

Filed Under: Macro Commentary

From Crisis To Response: Investing In A Time Of Reform & Regulation

July 1, 2010 by Van Hulzen Asset Management

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

Filed Under: Macro Commentary

You Can´t Rush Reality

April 1, 2010 by Van Hulzen Asset Management

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

Filed Under: Macro Commentary

Fighting For Recovery On Multiple Fronts

October 1, 2009 by Van Hulzen Asset Management

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

Filed Under: Macro Commentary

2010 and Beyond: Flying Into Economic Headwinds.

July 1, 2009 by Van Hulzen Asset Management

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

Filed Under: Macro Commentary

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