“When I look back on all these worries, I remember the story of the old man who said on his deathbed that he had had a lot of trouble in his life, most of which had never happened.”...
International markets remain attractive despite strong year to date performance.
ROOM TO RECOVER
Many Int’l markets have yet to fully rebound from their 2007 highs...
Going back to the early 2000s, there were no incidences of companies exceeding the $300B market cap range in the U.S. or abroad and sustaining such a significant valuation outside of brief...
Q - You seem agitated by the ultra low bond yields. Maybe you need to make a mental adjustment?
A – Yes. Whether global yields are hovering close to zero due to secular stagnation,...
Britain’s historic vote to leave the European Union has resulted in a vicious shockwave that is rippling through the global financial markets. Given the near-unanimous expectation for...
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The Waiting Game
Financial market returns were quiet in the second quarter, seemingly waiting for some kind of definitive signal that never arrived. The...
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