Who’s Turn is it Now?

For a long time, domestic equities have been just about the best performing asset class within the capital markets. Take a look at the data: As of the end of the third quarter, U.S. stocks have risen 14.3% annualized over the past five years. Continue...

It’s Time to Wind it Down

A little over ten years ago, events started to occur and multiply in what became known as the Global Financial Crises; Country Wide Financial fired the first warningshot, then Citigroup, UBS, Bank of America and other large banks started writing down billions in...

It’s a Perspective of Time

Domestic stocks have already returned double digits in 2017, and barring a significant geopolitical event, they look to have yet another banner year. While the original foundation for this continued rally had more to do with cheap money, supply & demand, and...

The Factors of Investing – Part Deux

Waaay back in 2014, I wrote about the emerging trend of factor based investing ‐primarily as it applied to domestic stocks. While the marketing whizzes on Wall Street labeled it Strategic or Smart Beta, it has been most commonly identified as a passive or rules based...

Realistic Expectations

Most seers within the institutional investment community would agree that performance expectations for most asset classes should be reduced going forward. While I could prattle on for pages, suffice it to say weak GDP growth worldwide, aging demographics, a...

Janet to Donald- Mario to Marine

Some may call it a Sea Change while others label it a Changing of the Guard. Whatever your preferred nomenclature, it’s probable that late in 2016 and continuing into the year of the Rooster, we witnessed a change in leadership here in the U.S. with Europe...
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