Our Thoughts
2020 Q3 Commentary: “Global Ecoview”
2020 Q1 Commentary: “Those were the days”
2019 Q4 Commentary: “Slower doesn’t mean done”
2019 Q2 Commentary: “Global Economic Overview”
2018 Q3 Commentary: Tariffs and Trade Wars
2018 Q2 Commentary: These Are the Good Ol' Days
2018 Q1 Commentary: An Open Letter to the Financial News Media
2017 Q4 Commentary: Is China an Economic Accident Waiting to Happen?
2017 Q3 Commentary: War and Investment Portfolios
2017 Q2 Commentary: Time and Compounding
2017 Q1 Commentary: We Live in a Truly Amazing Time
January 2017 Note: Bonds and Rising Interest Rates
2016 Q4 Commentary, Part A: Election 2016
2016 Q4 Commentary, Part B: Thoughts on the Economy and Markets
