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Library

2019 Third Quarter Commentary

This ragtime tune is one of my favorites. “Don’t you let that deal go down” works well in our...

Low Yields and What That Means for Your Portfolio

What a year it has been for the bond markets. Last year proved to be a volatile, but this year the...

2019 Second Quarter Commentary

As we enter the holiday weekend, it certainly feels like everyone is “dancing in the streets”-...

2019 First Quarter Commentary

“Well, the cool breeze came on Tuesday, and the corn’s a bumper crop. The fields are full of...

2018 Fourth Quarter Commentary

“I used to think that being great at long term investing was about genius… genius is still good,...

2018 Third Quarter Commentary

Daniel Kahneman is a fantastic thinker and a Nobel-laureate for his work in behavioral finance. I...

2018 Second Quarter Commentary

"It's Getting Heavy" is a song from The Flaming Lips' seminal album, The Soft Bulletin , released...

2018 First Quarter Commentary

For some reason, the first quarter of this year has me wanting to write my first blues song. These...

2017 Fourth Quarter Commentary

Like water, the markets are a system that adapts to its surroundings. New securities are created...

2017 Third Quarter Commentary

Spin is everywhere. Everyone has a story, everyone has an agenda—especially as it relates to the...

2017 Second Quarter Commentary

The mythological siren’s song enchants the wary sea traveler, tempting him closer until his ship is...

2017 First Quarter Commentary

This commentary will touch on two themes: First, we will try to keep a finger on the political...