Market Insights Media Items

Q2 2023 Market Insights Letter: The Soft Landing Facade

Q1 2023 Market Insights Letter: A Value Manager's Perspective on an Early Pivot

Q4 2022 Market Insights Letter: The Possibility of the Pivot

Q3 2022 Market Insights Letter: Inflation, Retirement & What You Need to Know

Fed in Focus - Speak Loudly When Carrying No Stick

Q1 2022 Market Insights Letter: How Bubbles Form -- One Seemingly Logical Step at a Time

Q4 2021 Market Insights Letter: The Dark Side of Fed Policy

3Q 2021 Market Insights: The Most Difficult Problem in all of Finance - What do I do with a Conservative Portfolio?

2Q 2021 Market Insights: The Trillion Dollar Staring Contest

1Q 2021 Market Insights: 2020, Black Swans Everywhere!

4Q 2020 Market Insights: Party Like It Is 1999

3Q 2020 Market Insights: Hope Springs Eternal

Asset Class Insights - High Yield Bonds (4.20.2020)

2Q 2020 Market Insights: The Economics of Fear

1Q 2020 Market Insights: The Future of 60/40

4Q 2019 Market Insights: Never Forget Rule #1!

Q3 2019 Market Insights: Markets at Odds, Bulls & Bears Battle

2Q 2019 Market Insights: Are Closed End Funds Right, Right Now?

1Q 2019 Market Insights: A Value Manager’s Perspective on a Frustrating Year

4Q 2018 Market Insights: Tariffs, Trade Wars, and Capitulation

3Q 2018 Market Insights: Fool Me Twice Shame on Me!

2Q 2018 Market Insights: The Elephant in the Room