• "If past history was all

    there was to the game,

    the richest people

    would be librarians."

    ~ Warren Buffett
  • "The investor's

    chief problem -

    even his worst enemy -

    is likely to be himself."

    ~ Benjamin Graham
  • "The four most

    dangerous words in

    investing are:

    ‘this time it's different.’"

    ~ Sir John Templeton
  • "The individual investor

    should act consistently

    as an investor and

    not as a speculator."

    ~ Benjamin Graham
  • "An investment

    in knowledge pays

    the best interest."

    ~ Benjamin Franklin

Investment Philosophy

 

White

papers

 

How Should Investors Handle a
Tightening Cycle?

 

Diversification:  What is it Good For?
(September 2013)

 

Strategies for a Bond Bear
Market (March 2013)

 

Are European Equities a Buy?
(August 2012)

 

The End of QE2:
What are the Implications?
(June 2011)

 

 

 

Quarterly

commentary

 

1Q18 Markets in Focus

 

Q417 Markets in Focus

 

3Q17 Markets in Focus

 

2Q17 Markets in Focus

 

1Q17 Markets in Focus

 

4Q16 Markets in Focus

 

3Q16 Markets in Focus

 

2Q16 Markets in Focus

 

1Q16 Markets in Focus

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Weekly

newsletter

 

July 13, 2018

 

June 29, 2018

 

June 22, 2018

 

June 15, 2018

 

June 1, 2018

 

May 11, 2018

 

April 27, 2018

 

April 13, 2018

 

March 23, 2018

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  

 

 

 

 

 

  

 

 

 

 

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