Bubble Alert
The energy scare will continue to put upward pressure on yields. What allocation options do investors have?
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The Church and the Casino
The market always feels like a church with a casino attached. People can move between the church and the casino.
Living in the Black Box
It doesn’t matter whose war it is; it soon becomes everyone’s problem. After eight weeks of energy shortages, the physical supply starts to bite.
Smaller Companies and Technology in Emerging Markets
This week, we make a change in each portfolio to capture the developing investment themes.
Adding Momentum
Flash Note; The April rally in stocks has been strong, and fears of a bear market have subsided. The energy
The Money Supply Boosts Markets
While we humans react negatively to bad news, it’s one of those times to remind ourselves what drives financial markets.