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March 30, 2026
Trademark Update – March 27, 2026
Market Update 1. Exactly a month ago, Europe was outperforming the U.S. year-to-date by over 7% (8.2% to 1.1%). Today that spread is less than 2% (-4.4% to -6.2%). As bad as things have been here in March, overseas it has been worse (except for Latin America). Asia saw their 14% rally erode, settling with […]
Our Latest Insights
August 22, 2014
Our Market Perspective
As we wrote last month, the most prudent course of action statistically is to assume any particular decline in a bull market is a...
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August 1, 2014
Market Perspective & Fund Notes for 8/1/14
Market Perspective Bear markets are a “when”, not an “if”. The goal is to go into one without being overly aggressively positioned, so...
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July 22, 2014
Quarterly Perspective for 2Q14
Summary The stock market rally continued through the second quarter of 2014. There was a brief -4% “correction” in early April but...
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