It is not unusual with the proliferation of investment newsletters, updates, and blogs to have a client forward a piece and ask our opinion on someone else’s opinion. We do not resent it; we welcome it. It is an excellent opportunity to explore new ideas, outlooks, and occasionally some bit of information that has yet […]
As we reflect on the period of the prior ten years (which has no generally accepted name; the teens?, the tens?) and we look forward to the easily-nameable decade ahead it’s a good time to share some observations and current thinking.
Ned Davis Research, one of our favorite sources of forecasting says we’re already in what will be a bear market.
In extreme cases moving to great heights quickly may cause severe discomfort which can only be remedied by quickly descending to lower altitudes.
We blew some figurative dust off old tomes in the Monarch archives.
The one topic clients, prospects, and the guy who installed my new hot water heater were most interested in exploring this year were our thoughts on cryptocurrencies and Bitcoin specifically.
The Department of Labor is forcing firms to change their practices to resemble what we have always been. We look forward to seeing if tigers can change their stripes.
There is a significant percentage of Americans who have been hoping for, if not outright calling for President Trump’s impeachment from day one. With each new scandal, accusation and outrageous fact-free Tweet the chorus grows louder.
Has a year of failing to beat our benchmarks as we have in years past caused us to question our worth as managers?
A great politician can speak at length without ever saying anything new, a political prodigy can speak at length without ever saying anything at all.