Please accept our apologies! Hero to heel in just under a week… Education by Headline… Here we go again… Can a boiling frog parable teach us anything about “New Normals”? Defining “bad” in a strange world. Cloudy with a chance of Meatballs… Our Apologies! Under normal circumstances, we make all efforts to provide you with our quarterly note as…
Q3 closes. What a difference a few weeks makes. It’s October already?! They’re doing WHAT? And the lesson to be learned is. Temporary vs Permanent loss. Do you remember that conversation we had last March? Fallen Angels Please find below a snapshot of our Solutions Equity Model performance YTD though 3Q2017 vs. broader market indices; a quick synopsis of the…
“Interesting” was the word used to describe the first quarter of 2017, though, “return of volatility” might be the phrase best suited to describe Q2, although at this moment, volatility still remains near historic lows. In this note I’ll again provide a brief synopsis of our Solution Equity Model’s performance, followed by a more in depth overview of my…
The first quarter of 2017 came to a close a few weeks ago. “Interesting” could be a word I might use to describe it? In this note I’ll provide a brief synopsis of our Solution Equity Model’s performance, followed by a more in depth overview of my views given the current investing environment. So – how’d we fare vs….
