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Category: Quarterly Commentary

Each quarter, we review the market and present fresh perspectives on topics that engage our community of informed investors.

Posted on July 13, 2023December 27, 2023

Technical and fundamental analysis: Bringing them together and playing the piano with both hands

Posted on April 14, 2023September 22, 2023

Don’t get fooled again: Three lessons from early 2023

Posted on December 12, 2022September 22, 2023

Surprises and realities: Making sense of 2022

Posted on October 12, 2022February 16, 2023

Navigating short-term challenges with an eye on the long term

Posted on July 14, 2022February 16, 2023

Management of risk, not returns

Posted on April 14, 2022February 16, 2023

A new global crisis: Focus on what you can control

Posted on January 13, 2022February 16, 2023

The Miracle of Compounding

Posted on October 14, 2021February 16, 2023

Headed back to the office…or are we in the “fourth industrial revolution”?

Posted on July 12, 2021February 16, 2023

It’s proven. It’s simple. And yet, oh so hard!

Posted on April 13, 2021February 16, 2023

Average returns are anything but ordinary

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