Giving Thanks
In a year that so many have had difficulties, giving thanks may be seen as incongruous but is actually more important than ever. Philosophers and religious leaders have long stated that it is [...]
Looking Across or into a Chasm?
Stock markets around the world reacted to the great news of the successful development of Covid-19 vaccines by anticipating a return to normal. However, initial optimism was soon tempered by the [...]
No Longer Ugly Ducklings
Value stocks have been ugly ducklings for years. Suddenly, they are turning into swans. Analysts have been predicting a rotation from the long-favored growth sector to value for years; it is [...]
Deflating the Reflation Trade
Anticipating the results of the Presidential election, some investors made the bet that the U.S. economy was on the verge of reflation. The polls pointed to a “blue wave’, so the [...]
