Market Commentary

Timely viewpoints on the market and the economic and investment environment.


Market Commentary

October 2017

Why we invest internationally, and what is an emerging market?

Investing, like many aspects of our lives in 2017, has become global. And, yet, the idea of investing in international stocks or 'emerging markets' still seems foreign to many people.
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Plus ça change, plus c'est la même chose -January 2016
They Don't Call it Fall for Nothing - October 2015
Icarus's Wings - July 2015
Systemic Opportunities - April 2015
Unintended Consequences are Here - January 2015
Thinking and Choosing - October 2014
What is a Value Investor - March 2014
Patience and Time - February 2014
Illusions Become Real - January 2014
Babies with Hammers - October 2013
Five Years On - October 2013
Ferocity, Fallibility - July 2013
Gold Price & Investment Update - April 2013
Behind the Rose-Colored Glasses - April 2013
Be Prepared - January 2013
Fear of Falling - October 2012
Encounters with Uncertainty - July 2012
In a Decade - May 2012
What We've Learned - April 2012
Chasing One Rabbit - January 2012
The Pull of History - October 2011
What's Visible from Here - July 2011
From Your Risk Manager, Redux - April 2011
On Japan and Your Investments - March 2011
Optimism, Realism - January 2011
Knowing - October 2010
Beating the Bear - July 2010
Two Plus Two - May 2010
Between Storms - April 2010
The Polar Bear Market - January 2010
Cautious Opportunism - October 2009
Consistency and Balance - July 2009
The Prepared Mind - April 2009
On Change, Your Plans, and Investments - March 2009
Bears and Sheep - January 2009
Lessons from the Madoff Theft - December 2008
Invest in Living November - 2008
If You Are Going Through Hell - October 2008
Problems are Opportunities - September 2008
Front Page News - September 2008
Past is Prologue - July 2008
Finding the Top; Finding the Bottom - April 2008
Up and Down - January 2008
In All Things, Moderation - October 2007
Twice as Fast as That - July 2007
'Whoosh' and 'Whee' - April 2007
From Your Risk Manager - January 2007