Quarterly Commentary Archives

Which Is Correct — the Stock Market or the Bond Market?

By Kathleen Siojo

“Do I contradict myself? Very well then I contradict myself, (I am large, I contain multitudes.)” − Walt Whitman, Song of Myself As the S&P 500 Index reaches all-time highs with an extraordinarily high valuation...

The Impact of Inverted Yield Curves

By Kathleen Siojo

“Those who have knowledge, don’t predict. Those who predict, don’t have knowledge.” − Lao Tzu In our most recent investor commentary, we discussed the drivers for the stock market downturn during Q4 2018. We...

How To Invest In An Era Of $100 Trillion Financial Obligations

By Kathleen Siojo

“The four most expensive words in the English language are ‘this time it’s different.’” – Sir John Templeton, Investor It’s different this time, and it’s also not different this time. It’s different this time because...

Trade War Investment Risks

By Kathleen Siojo

“In 1930, the Republican-controlled House of Representatives, in an effort to alleviate the effects of the… Anyone? Anyone? …the Great Depression, passed the… Anyone? Anyone? The tariff bill? The Hawley-Smoot Tariff Act [sic]? Which, anyone?...

Insights

Which Is Correct — the Stock Market or the Bond Market?

The Impact of Inverted Yield Curves

Why Has the Stock Market Become So Volatile?

Why Emerging Market Stocks Look Attractive

How To Invest In An Era Of $100 Trillion Financial Obligations

Trade War Investment Risks