“Bears,” I muttered, adding a new fear to the pile. ~ Stephenie Meyer In our February investor letter, the markets had not yet hit correction territory, and we were focused on what “normal” volatility looks like – because...
Read MoreEarly in January, during a meeting with one our clients, when asked for my outlook for 2018, I cautioned that expectations should be toned way down. I also mentioned that we would likely see considerably more volatility going...
Read MoreWhen I prepare for this investor letter, I often pull various charts and data from our many resources, reviewing these for trends and information that will provide the spark needed to create something useful. It’s usually a...
Read MoreHave any of the indicators that we track started to turn to the bearish side? Yes. However, many of these indicators are “leading”, so the fact that an indicator has turned bearish doesn’t necessarily mean that stock market...
Read MorePredictions of a coming market correction have been batted around by the industry’s talking heads – we’ve even alluded to it this year. Recent weakness, particularly in the past week, has increased the frequency of these...
Read MoreWith the 2012 presidential election now in the rearview mirror, the big question on everybody’s mind is, “Where do we go from here?” After an estimated $5.8 billion spent on presidential and congressional...
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