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 Triumph of Science – Q4 2020

December 31, 2020

Market Commentary

A Value Depression Opportunity – Q3 2020

September 30, 2020

Market Commentary

The Bubble in the Crash – Q2 2020

June 30, 2020

Market Commentary

Historic Times – Q1 2020

March 31, 2020

Market Commentary

A Decade of Destabilizing Stability – Q4 2019

December 31, 2019

Market Commentary

True Value – Q3 2019

September 30, 2019

Market Commentary

We’ve Seen this Movie Before – Q2 2019

June 30, 2019

Market Commentary

A Historic Divergence – Q1 2019

March 31, 2019

Market Commentary

Profit Signals, Market Noise – Q4 2018

December 31, 2018

Market Commentary