Market Commentary
The Effect of Rising Rates on Equities
I thought you might like to see some interesting longer-term perspectives from Dorsey Wright and Associates (DWA) on interest rates…
Our Thinking
These are the letters we send to clients. They were written on a particular day about the market as it stood that day, so the date matters as much as the words — we publish them here unedited, as a record of how we were thinking at the time.
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2018
Market Commentary
Market Update
I hope everyone is having an enjoyable summer! Asheville’s summer this year reminds me of those growing up – not…
Market Commentary
Lifespan of a Market Correction
The markets took a turn lower this past week and we are now approaching the lows of mid-February. The Dow…
Market Commentary
Recent Market Volatility
A bit over a month ago, I posted an article about market volatility. In it I reminded you that periods…
Market Commentary
Looking Back – Looking Forward
Happy New Year!! I hope each of you had a wonderful holiday season and that 2018 is off to a…
Questions About Our Process?
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