February 2019 Investor Report
February was a continuation of many trends that were established in January. Although lacking the swell of the preceding month, all asset classes nonetheless appreciated:…
January 2019 Investor Report
January saw rebounds across the markets until the final several days, which brought a return of selling pressure. our positions came back with the broad…
December 2018 Investor Report
“The Worst December Since the Great Depression” The headline above has been repeated consistently in the media recently. It is remarkable to see how our…
November 2018 Investor Report
Following the trend that began in October, November saw continued selling across all markets and asset classes. The Dow Jones Industrial Average and the S&P…
October 2018 Investor Report
It was a very volatile month for the stock market which saw a vast majority of equity sectors decline in value. We witnessed a lot…
September 2018 Investor Report
As the United States’ economy approaches its tenth consecutive year of growth and the burgeoning “trade war” with China enters its seventh month, we are…
August 2018 Investor Report
It has been a profitable August with some important developments, both domestically and abroad. Second quarter GDP data came in fairly strong, a little over…
July 2018 Investor Report
William Shakespeare is credited with writing “neither a borrower nor a lender be.” We believe investors should consider this adage at this time. In February…
June 2018 Investor Report
Many of America’s most preeminent firms have taken advantage of the prolonged low interest rate environment to borrow prodigiously. Some have used this cash wisely…
May 2018 Investor Report
Over the last few months, we have spent a significant amount of time discussing economic and market issues while refraining from commenting on legislation passed…
