Our Thoughts and Insights
Quarterly Commentary
White Paper
Style Points
2023 December Style Points
Featured: US Large Cap Mixed leadership during the month of December. Neither high nor
2023 November Style Points
Featured: International Small Cap Traditional value suffered as cyclical companies underperformed High beta outperformed
Making Bubbles
Roughly once every decade, investors enthusiastically inflate a dangerous new bubble in the market.
Is Recession Looming Or Not?
Headlines and media reports recently have sounded a dim drum-beat. In contrast to this
Trade War: Brief Update and Perspective
The US-China trade war entered its 16th month and doesn’t look to be ending soon.
Long Term View: How to Think about Investment Winners and Losers
Investors tend to focus on the near term—basically six months ahead; but such short