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July 2020 Commentary
The Impact of Federal Reserve Policy and Valuation The second quarter was marked by a…
The Month that Changed Everything
For most of us, the first quarter of 2020 was unlike anything we have ever…
Coronavirus Part III
After a 12-year bull market (the longest in history), the U.S. equity market has entered…
Coronavirus Part II
It has been 10 weeks since China reported the outbreak of the Coronavirus. We have…
Coronavirus Stock Market Impact
The Coronavirus has taken center stage in the news and in the markets. While it…
Q4 2019 Commentary
Global Economic Stabilization and Diminishing Trade Headwinds As we wrap up 2019 and move into…
Q3 2019 Commentary
The Economy, Impeachment, and Windows of Opportunity There have been a number of interesting developments…
Q2 2019 Commentary
The Global Economy Continues to Weaken, and The Federal Reserve Gets Ready to Cut Interest…
Q1 2019 Commentary
Is the Global Economic Slowdown in the Past? The financial markets over the past six…