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Market Notes

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We Have Initiated Hedges and Have Raised Cash

With our defensive posture firmly intact, in this months report we will discuss the current challenges facing the financial markets as well the potential market dynamics that will allow for a resumption of the upward trajectory in stock and bond prices. .

By |November 26th, 2018|Market Notes|Comments Off on We Have Initiated Hedges and Have Raised Cash

10 Years Later – Did QE work? Or Has it Created a Bubble?

In this month’s report, I will be commenting on the question that seems to be a prominent one in the media these days: Are we in a bubble? In addition to answering this important question, I will delve into the risks of excess valuation and rising interest rates and what investors need to be watching [...]

By |September 24th, 2018|Market Notes|Comments Off on 10 Years Later – Did QE work? Or Has it Created a Bubble?