Like you, we have watched in horror the escalation of Russian aggression against neighboring Ukraine in recent weeks.
2Q 2021 Market Letter
1Q 2021 Market Letter
4Q 2020 Market Letter
KEEP CALM AND RALLY ON!
You’d be right to suspect that – as usual – a very different working title originally was queued up to open this quarter’s piece. Truth is, my first impulse was to go with a rousing chorus of Life of Brian’s “Always Look on the Bright Side of Life,” as I could imagine no more fitting salute to 2020’s swirl around the toil…
3Q 2020 Market Letter
HISTORY IN THE MAKING
It’s not very often you can use a headline like that comfortably, without feeling as though you need to second-guess yourself; quite frankly, in light of everything we’ve had to go through to get to this point, that’s just fine with us! We feel quite confident, however, applying this particular lens to our current global circumstances.
2Q 2020 Market Letter
ISN’T THIS WHERE WE CAME IN? The title with which I was originally tempted to open this quarter’s piece was “What a Long, Strange Trip It’s Been!”, one that (those of you keeping score will know) we have actually used before – specifically, in our 2016 year-end wrapup. Seriously: what better way to encapsulate THAT rollercoaster ride of a year?! We had to be witnessing the peak in uncertainty, volatility, and insanity, right?? Or so we thought!