Blog

April Review – Focus on long-term principles to see through the fog of uncertainty

“Without goals, and plans to reach them, you are like a ship that...

Key Events: Tone shift sparks a rally

March Review – The fog of trade wars has thickened

The “fog of war” is a metaphor that was first used by Carl von Clausewitz (1780-1831), a Prussian...

Key Events: Fed holds steady amidst uncertainty

Key Events: Germany invokes “Whatever It Takes” ^[1]

Key Events: Walmart exposes current vulnerabilities

Key Events: A cacophony of mixed signals

January Review – Market Reversal Highlights the Benefits of Diversification

Market performance over the last two years has shared a unique...

Key Events: Strong jobs report underscores solid economy

November Review – Euphoric election response shifting to policy implications

Domestic equities rallied in dramatic fashion post-election, ending the...