Financial Markets recovered partially from a sharp sell-off in the first quarter. Returns in the U.S. were positive, with the S&P 500 index rising by over 3% in the second...
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In the evolving battleground that is retail, the number of brick and mortar stores falling victim to “Amazonification” is increasing at an impressive rate....
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The purpose of this memorandum is to try to elucidate some of the key current capital market trends, what is driving them, and how we are (or are not) responding to them....
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 first quarter of 2016 saw the continuation of a steep market correction in larger cap U.S. equities and an outright bear market in global equities and small...
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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...
Arguably, the fall of the Berlin Wall was the most significant political event of the late 20th century. The ideological conflict between state-led communism and Western free market...
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