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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December 04, 2015

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Sunnis, Shi’ites, and Surprises  After almost five years of civil war, the conflict in Syria has spilled over to Europe in the form of an ongoing refugee crisis, and now through the terrorist attacks in Paris — which, according to...
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