Client Letter
Portfolio Compass | March 20, 2019
Expectations for solid but slower growth in the U.S. economy and corporate profits support our year-end 2019 fair value target for the S&P 500 of 3000.
read more
Market Insight Monthly | February 2019
U.S. economic data were sound in February, even as confidence fell amid uncertainty from global trade and political headwinds.
read more
An Attention-Grabbing Jobs Report | Weekly Economic Commentary | March 18, 2019
A disappointing February jobs report, released March 8, has increased concerns about a slowing U.S. economy among some market participants.
read more
Movin on Up (in Market Cap) | Weekly Market Commentary | March 18, 2019
Large caps may be better positioned than small caps, given where we are in the business cycle.
read more
Modest Pullback Or Something Bigger? | Weekly Market Commentary | March 11, 2019
Fundamentals remain sound, valuations are reasonable, and most technical indicators we follow point to further potential gains ahead.
read more