“Rumors of ‘the Bull Market’s’ Death are Greatly Exaggerated”
Since the bottom of the financial crisis a little over seven years ago, the S&P 500 has more than tripled. All along the way, many commentators and investors alike, predicted dire [...]
“What’s It All About, Alfie?”
Terror, civil unrest, coups, and senseless slaughter; why are stock markets up? Sometimes macro events shake equities to their core, but not this time. The short answer is that the [...]
“Hello, I Love You, Won’t You Tell Me Your Name?”
How quickly emotions shift for investors these days. Fear and loathing one day and love the next. Maybe not quite so fast, but you get the context. Fortunately, underlying trends [...]
Is that all You’ve Got?
Brexit turned out to be a cream-puff. Two days of market impact then immediately erased. As we surmised, this just wasn’t an issue for U.S. investors. It really may not have [...]