Being that bonds have not been a feature of our clients’ portfolios for quite some time, I’ve not been compelled in quite some time

These two Bloomberg headlines from this afternoon speak to the positive setup I see for much of our non-U.S. exposure: With U.S. Stocks at

Bespoke Investment Group took a look at how the past elections of new American presidents impacted stock market returns between election night and inauguration,

Gregory Morris, in Investing with the Trend, perfectly defines “good investing”: Good investing is not an “event” like finding the next growth company or

A very short week (in the office) for me, so here’s your one video commentary for the week. I make a few points that

Gustave Le Bon, in his 1895 classic, The Crowd, spoke to why I pay close attention to the prevailing investor sentiment: Crowds are only cognisant

It’s commonly said in my world that bear markets are things of recessions. And that, barring the occasional correction that dips below 20%, has

Ben Carlson offers the insights he gained from The Evidence-Based Investment Conference held in NYC this week. Here’s a snippet: One of the secrets

This morning Joey and I discussed the surprise market reaction to the election results, and the prospects going forward. Click here to view…

Those of you who know me know that I am a passionate advocate for free trade. I often stress herein the importance of global