Category: Market Commentary

2024 Market Outlook & Strategy

Markets staged an impressive rally in Q4 with the U.S. leading the way. Investor sentiment moved away from the “higher [interest rates] for longer” view

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2023 Market Outlook & Strategy

The outlook for 2023 is foggy, with little agreement amongst forecasters on how the year may shake out. But everyone agrees that inflation and monetary

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The Gamestop Mess

Every financial asset trades at a level that is related to the present value of its future expected cash flows. That is, unless buyers and sellers are

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Seeing Past the Noise

Below is a copy of a note I recently sent to our investment management clients about the market’s recent turbulence. We thought it might be

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