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Market Commentary First Quarter 2017

We are folding our sweaters and grabbing our allergy meds for the joyous pollen season (revenge of the flowers), also known as Spring. Our letter is presented in two sections, a brief overview of the markets and thoughts on a … Read More

Market Commentary Second Quarter 2016

We hope your summer is progressing nicely.  Several quarters ago we began separating our letter into two sections, a brief overview of market returns and key news items, followed by a “Deeper Dive”, a more detailed view regarding one theme … Read More

Market Commentary Fourth Quarter 2015

As a continuing evolution of the quarterly letter we have separated our comments into two sections, a brief overview of market returns and key news items, followed by a “Deeper Dive”, a more detailed view regarding one theme we find … Read More

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