U.S. and World Outlook As we noted last week, the U.S. economy is still strong; the market fears that accompanied the sharp late-2018 correction are beginning to dissipate slightly, and investors are showing themselves willing to hunt for bargains. Some stocks have obviously reset to more attractive price levels; we Read more…
The U.S. Economy and Stock and Bond Markets As trade tensions have escalated during 2018, we have told our readers that we would inform them if we believed the likelihood of a real trade war was becoming greater. Although a full-blown trade war has not yet broken out, we now Read more…
Surveying the Risk Landscape: Our Philosophy At the end of every letter we write, we sign off by saying “We welcome your calls and questions.” Market turmoil and political events in 2018 have led to a number of questions from our readers and investment management clients. As we answer these Read more…
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