Please check out the articles below for our perspective on recent events and their potential impact on financial markets.
Market Perspective December 2013: The bull market continues to run with the Dow and S&P 500 indexes both near all-time highs. But that’s not what’s prompting me to write this note to you. More fundamental and, therefore, more interesting are the latest economic numbers.
Market Perspective June 2013: Much Ado About Nothing.
Market Perspective May 2012: I warned in our outlook for the year that 2012 could end up looking a lot like 2011. I could hardly imagine being so right. After another positive start to the year, the fiscal crisis in Europe again dominates investor attention and threatens to bring economic growth to a halt. Global stocks lost an average of 10% in May, leaving us about where we started the year. For nervous investors, it’s déjà vu all over again.
Market Perspective February 2012: The stock market is off to a blazing start in 2012. What’s next?
Market Perspective December 2011: Employ a barbell strategy to remain invested in the stock market while dealing with volatility.
Market Perspective August 2011: Fear has come to dominate the financial markets.
Market Perspective July 2011: Recent market volatility reflects very significant short-term risks, but stocks still look attractive for the long-term.
Market Perspective April 2011: Most financial assets appear at least fully-valued. Large dividend paying stocks have the least downside risk.