December 2015

December 31, 2015

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Best of Breed in 2016 In the era of plentiful liquidity that accompanied QE and six-plus years of near-zero interest rates, the rising tide lifted many boats that really didn’t deserve to get lifted.  U.S. markets are now slightly over-valued,...
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December 24, 2015

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This Year In Review And The Year Ahead 2015 was a year of divergences.  Developed markets outperformed developing markets, services outperformed manufacturing, and commodity-related companies and economies underperforming everything else. Broader indices often served to conceal these divergences, with some...
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December 18, 2015

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100 Million Times Faster?  Quantum Computing Is In the House    Last Tuesday, the Google Research Blog announced the publication of a new paper by Alphabet’s (NASDAQ:  GOOG) Quantum AI team, reporting on the results of experiments run on the...
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December 11, 2015

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Market Summary As we survey the investment horizon for 2016 the picture that we see is not highly attractive. Economic and Financial Fundamentals: Slightly Positive On a fundamental basis, the world is growing at a modest rate, and the return...
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