Market Commentary Forget the Old Valuation Metrics. Price/Stimulus is in the Driver’s Seat Now October 26, 2020 If you thought that stock prices were driven by economic growth, think again!... read more →

Financial Markets Review September 8, 2020 Anyone interested in financial markets and more specifically, equity markets, would have found the week of August 17th to be fascinating. For starters, the... read more →

Q2 2020 Commentary: The Fox and the Hedgehog July 27, 2020 The ancient Greek poet Archilo­chus wrote “the fox knows many things, but the hedgehog knows one big thing.” The... read more →

Financial Markets Review July 15, 2020 In March, I made an analogy to what we were experiencing in the economy and financial markets to that of a hurricane. Upon further... read more →

Market Commentary June 15, 2020 “In these matters, the only certainty is nothing is certain.” Pliny the Elder According to FactSet, nearly two-thirds of companies in the S&P 500 who... read more →

Market Commentary May 6, 2020 Has the new bull market begun or is this just a bear market bounce? That question is being debated endlessly right now. The reason for... read more →

The Bull is Dead.  Long Live the New Bull! April 27, 2020 What was perhaps the most unloved bull market of all time has come to an end. Fueled by... read more →