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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
May 18, 2012
Notes from the 2012 CFA Conference
The conference was opened on Sunday May 6th by James Montier of Grantham, Mayo, Van Otterloo (GMO) who came into Chicago (where the...
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April 30, 2012
Follow-up on Benchmarks
In the 4Q12 Quarterly Perspective I wrote that benchmarks can be misleading. I referred to the performance of the Dow Jones Industrial...
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April 18, 2012
1Q12 Quarterly Perspective
Summary Once again, most of what could go wrong for the global economy did not go wrong. Investors began to accept the idea of a U.S....
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