Market Commentary
Innovation - Artificial Intelligence
I hope you are well and that 2023 is off to a great start. After a very long and uncomfortable…
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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2023
2022
Market Commentary
Let’s Not Overlook American Innovation
In the early 2010s, the great financial crisis of 2008/09 was still on the minds of investors. That coupled with…
Processes
Reviewing Online Safety
Not surprisingly, the number of reported instances of fraud, phishing schemes, and hacking tends to increase at this time of…
Market Snapshot
Point and Figure Indicators
September 28, 2022 Using the DWA DALI chart is an adaptive suite of risk management solutions for investors, with the…
Market Commentary
The Thing About Down Markets
As I am sure you are aware, the market is down over the last few weeks, and we are now…
Market Commentary
Which one is it – Recession or No Recession?
There is a lot of talk in the media these day about a recession. We’re in a recession – we’re…
Market Commentary
Extreme Negativity and the Markets
I hope you all are having a great summer! Clearly the market could do more to help, but alas that…
Market Commentary
Market Commentary
I hope your summer is off to a great start! I've been enjoying being a first-time grandmother and starting anew…
Questions About Our Process?
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