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Market Commentary
Secular Bulls and Bears – Q3 2024
October 30, 2024
Market Commentary
Are You Ready for the Sunset?
September 13, 2024
Market Commentary
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Strategic Wealth
Borrowing from the Future – Q2 2024
July 14, 2024
Market Commentary
Circles of Competence, Ignorance, and AI – Q1 2024
April 14, 2024
Market Commentary
Valuation Time Warp – Q4 2023
December 30, 2023
Market Commentary
The Future of Interest Rates – Q3 2023
September 30, 2023
Market Commentary
Perspective – Q2 2023
June 30, 2023
Market Commentary
Monetary Tightening 101 – Q1 2023
March 31, 2023
Market Commentary
Great Disruption Ripple Effects – Q4 2022
December 31, 2022
Market Commentary
Locking in Profits – Q3 2022
September 30, 2022
Market Commentary
The 2022 Bear Market: Volatility and True Loss – Q2 2022
June 30, 2022
Market Commentary
A Russian Tragedy – Q1 2022
March 31, 2022
Market Commentary
Pruning Risk, Creating Value – Q4 2021
December 31, 2021
Market Commentary
Whipsaw – Q3 2021
September 30, 2021
Market Commentary
Inflation, Markets and Returns – Q2 2021
June 30, 2021
Market Commentary
A Few Reflections on Risk – Q1 2021
March 31, 2021
Market Commentary
A Value Depression Opportunity – Q3 2020
September 30, 2020
Market Commentary
We’ve Seen this Movie Before – Q2 2019
June 30, 2019
Market Commentary
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Secular Bulls and Bears – Q3 2024