I was perusing my LinkedIn feed when a particular post caught my eye. For the record, I have no clue who Mark A. Smith is….
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Does Your ESG Approach Pass the Smell Test?
Markets After Major Geopolitical Events
“The world changes. This is the biggest problem in markets.” – Bill Miller, former chairmen of Legg Mason Capital Management T. Rowe Price, founder of the Baltimore-based investment firm that bears his name, wrote an essay in 1937 titled, “Change...
read moreMunicipal Magic
“You can take advantage of pockets of opportunity in what people don’t want.” – Jeff Gundlach, DoubleLine CEO We’ve been fielding a decent number of…
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Waking up After a Yearlong Coma
“Every once in a while, the market does something so stupid it takes your breath away.” – Jim Cramer The date is April 29th, 2019….
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The Plight of an All-Equity Investor
“The stock market is the story of cycles and of the human behaviour that is responsible for overreactions in both directions.” – Seth Klarman, CEO…
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What’s Your Silver Lining?
The days blend together. I feel like Bill Murray in the movie Groundhog Day. I’m working at my makeshift office at the end of the…
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Bear Market Rally or Did We Hit Bottom?
“A cycle like this does not end with a mere month-long correction. A real bear market is only over when no one is interested in…
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Bear Market Assessment: What We Got Right & Wrong
Lawrence Hamtil runs a wealth management firm in Overland, KS. He posted the above self-assessment on Twitter on his portfolio positioning prior to the COVID-19…
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Some Things Will Never be the Same
“Sometimes it’s the bad things that happen to us that become the catalyst for the good things to happen to us. Life forces you into…
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Where Do We Go From Here?
“There’s clearly an indication that a systematic government-led approach using all tactics and all elements available seems to be able to turn this disease around.”…
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