Dear Friend: Mister Market worries during the fourth quarter of 2018 seem to have completely vanished one quarter later. The outlook for global ... Continue Reading
Future Opportunities
Dear Client: In the past quarterly letter, we spent some time analyzing the current macro environment. What we haven’t shared with you is where we ... Continue Reading
Ten Years After – 3rd Qtr 2018
Dear Client: Ten Years After While the heading may remind some of a popular British rock band, others will recall that September marked the 10th ... Continue Reading
Nico’s Letter: Great Plans for the future
Dear Friend: As many of our long-time readers will note, we turn over the keys (in this case the keyboard) to the Quarterly Newsletter to Nico from ... Continue Reading
Volatility is back
Dear Client: Volatility is back! Something that seemed almost to be missed by market participants during 2017 returned to the U.S. and international ... Continue Reading
2017 Review and Outlook
Dear Client: 2017 Review The stock market climbed a wall of worry, disdain and disbelief as it registered consecutive years of double-digit returns. ... Continue Reading