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The 2012 Recap – Part 1
In the blink of an eye Christmas will be here and then New Year’s. We’re on the doorstep of 2013. Where did the year go? I want to spend the next two weeks recapping not just our predictions but what...
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The 2012 Recap – Part 1
In the blink of an eye Christmas will be here and then New Year’s. We’re on the doorstep of 2013. Where did the year go? I want to spend the next two weeks recapping not just our predictions but what...
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The 2012 Recap – Part 2
In case you missed it, here’s part one of our annual recap. We’ll jump straight in to part two. 6. The Dollar is strong – WRONG! Well, I guess, technically, the Dollar was strong in the sense that it...
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Predictions for 2013 – Part Two
In case you missed it, here’s part one of our predictions for the year ahead. Last week I framed the basic secular and cyclical backdrops. From that, I then made a few calls on the three major asset...
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Breaking D.C.
The last week has certainly a memorable one. We all woke up this week asking new questions about what may have been, saying goodbye to the world we thought we knew. And what a bunch of self-destructive...
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The 2013 Recap – Part Two
If you missed part one of the recap, you can catch up right here. We’ll get right to it. 6. Emerging Market Bonds Take Off — WRONG This is another one of those that was actually working before May. EM...
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Predictions for 2014
By this point, you guys are all familiar with the general predictions disclaimer. None of us in this business can actually predict the future. You think that’d be obvious, but there’s something about...
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Is It Too Late To Get Back In?
I get all sorts of questions from all sorts of different investors. As strange as it seems, this is one of the most common right now. Is it too late? Clearly the last bear market had a permanent effect...
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