Monthly Commentary

July 2018 Investment Outlook - The Tail of the Coment

I don’t try to predict where the market is gonna go. It’s like a comet going through the sky. You can’t see the comet,...
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Monthly Commentary

June 2018 Investment Outlook - Inversion Ahead

Remember to bring a swiss army knife because you never know when you might need one of the tools. Count yourself lucky if the...
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Monthly Commentary

May 2018 Investment Outlook - The Future Ain't What It Used To Be

“The test of a first-rate intelligence is the ability to hold two opposed ideas in mind at the same time and still retain the...
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Monthly Commentary

April 2018 - Collective Wisdom and the Thomas Theorem

One of my most vivid memories from graduate school was the day Dennis Gartman came to speak to our class. If you don’t know...
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Monthly Commentary

March 2018 Market Review - Meatless Bones and the Erosion of Value

This began as a desire to make a delicious stew; a few months ago, I was treated to a wonderful oxtail stew at a...
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Monthly Commentary

February 2018 Market Review - Momentum Squared

As this historically prolonged bull market enters its 10th year, the swiftness of the small correction experienced in early February provided investors with a...
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