
2021 Q4 Market Review
Watch The 2021 Q4 Market Review (Short Version) Watch The 2021 Q4 Market Review Data and Charts Video Executive Summary In a Year of Turmoil,
Watch The 2021 Q4 Market Review (Short Version) Watch The 2021 Q4 Market Review Data and Charts Video Executive Summary In a Year of Turmoil,
Short Review In-Depth Review – Charts and Data Market Returns Were Down this Quarter, While (Most) Bond Yields Inched Up Commentary The movement of people and goods
Old vs New: Chevron or Zoom? Imagine you had two investment opportunities: you can buy a company that sells for 15 times last year’s cash
Tesla vs. Saas Following up on last week’s post, some investors feel like Tesla should be viewed as a software company, arguing it isn’t a
Short Video Review Full Video Review Executive Summary The Year 2020 in review: A Bear, a Bull, and Quite Some Froth When COVID-19 suddenly shuttered world
Short Video Review Full Video Review Client FAQ Executive Summary A K-shaped recovery, and a future driven by new trends A little over six months
Short Video Summary Full Video Review Supporting Charts Video Executive Summary Uncertainty is the new normal After the panic sell-offs of the last quarter, many
Turbulent times ahead. Given the very positive market performance of 2019 throughout most asset classes, we had already increased our cash positions, as we felt the need to be cautious in the giddy “risk-on” atmosphere that lasted until at least early February. Our prudence did provide some cushioning to our portfolios when the markets plummeted.
All-time highs all around. Unequivocally, 2019 has been a year for the record books. We have to go back to the late ’90s or perhaps the ominous 2007 calendar year for another period where most asset classes had a positive performance.