You can download The Year Ahead - 2020 presentation here.
Our view of the market is to trust but verify. We are hopeful that the economy can continue to expand, but cautious in our market outlook. Global growth is at risk and international indicators have slowed, but [...]
Our current view of the market is cautious . We are nervous about the potential for losses but also unsure of the probabilities of those losses occurring. The consumer remains financially healthy, but the US economy is [...]
Our view of the market is nuanced. The domestic economy has been strong, but it faces several headwinds and the stock market has struggled. We don’t think most current investment analysis is right about the present environment [...]
Our view of the market is qualified optimism. We are committed to challenging our view because markets do not behave exactly as we expect and excessive confidence always leads to trouble. The domestic economy remains in a [...]
Our view of the market is to trust but verify. The current economic and market data is empirically sound but we need to be vigilant to detect anomalies and market failures. Mark Twain once remarked, “It ain’t [...]