• "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

 

4Q20 Markets in Focus 

 

3Q20 Markets in Focus 

 

2Q20 Markets in Focus

 

1Q20 Markets in Focus

 

4Q19 Markets in Focus

 

3Q19 Markets in Focus

 

2Q19 Markets in Focus

 

1Q19 Markets in Focus

 

4Q18 Markets in Focus

 

3Q18 Markets in Focus

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Weekly

newsletter

 

April 9, 2021

 

March 19, 2021

 

March 12, 2021

 

March 5, 2021

 

February 26, 2021

 

February 5, 2021

 

January 15, 2021

 

January 8, 2021

 

December 18, 2020

 

December 11, 2020

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  

 

 

 

 

 

  

 

 

 

 

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