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The Near-Miss That Was 2012
With 2012 now in the books, I wanted to discuss some of the important macro…
Adapting to a Changing Interest Rate Environment
One of the lingering effects of our last financial crisis and recession is the historically…
Economic, Political, and Fiscal Uncertainty
As we move into the 4th quarter of the year, we are finally drawing near…
Playing Chicken with a Global Recession
As we have been going through this year we have regularly discussed the challenges that…
Turning Japanese
On June 4th, 2012 Bill Gross, aka the “Bond King,” tweeted: “Global Bond Markets are…
A Temporary Stall?
Imagine if you were on a trip flying in an airplane and the engines suddenly…
Deja Vu
Fittingly, déjà vu is a French term meaning “already seen.” It is the experience of…
Stock Market Growing Pains
Investing in higher risk assets has been rewarded as markets moved higher on the belief…
The Election and The Economy
Last month’s commentary looked at economic indicators that may be useful in determining the likelihood…
A Lesson in Time Frame Diversification
In recent months and years, the investment industry has been full of wild opinions and…