Publications
Featured
Read our Market Letter publication for the fourth quarter 2022 titled, Bad News Is Good News, in which George Hosfield, CFA, Peter Jones, CFA, and Joe Herrle, CFA, share our thoughts on inflation, interest rates, the energy sector and housing supply in the United States.
Read our Market Letter publication for the third quarter 2022 titled, Balancing Act, in which George Hosfield, CFA, Dean Dordevic and Brad Houle, CFA, share our thoughts on inflation, interest rates, recession risk and how to position portfolios in this environment.
The second quarter 2022 issue of Market Letter, our quarterly investment publication, titled, Kryptonite.
Our annual publication that discusses our investment strategies, Outlook 2022.
Our Market Letter publication for fourth quarter 2021.
Market Letter publication for third quarter 2021 titled, “Coming in Hot.”
Quarterly publication discussing our investment strategies and the capital markets for the second quarter of 2021 titled, “Approaching 88 MPH.”
Our annual publication that discusses our investment strategies, Outlook 2021.
Despite the technology-led gains of U.S. equities so far this year, uneasiness abounds as the world adjusts to life with COVID-19. While roughly half the jobs lost to this year’s steep and short recession have already been recouped, many investors fear the day when the bill for massive stimulus comes due.
We are pleased to present our third quarter 2020 Market Letter titled, “Start Me Up.”
We are pleased to present our Market Letter for the second quarter of 2020 titled, “Gimme Shelter.”
Having climbed the proverbial “wall of worry,” all the major domestic equity indices are poised to end the year at, or near all-time highs. In fact, it was a great year for virtually every asset class as bonds enjoyed their best return in a decade, international equities returned roughly 20 percent and real estate and commodities have also prospered.