The correction in the markets has been hard to bear. In the face of this decline in the markets, our commitment to long term investment strategies has not changed. We are in this for the long haul and our job is to help our clients manage their way through such times as these. “Loss aversion […]
Read MoreTag: Inflation
Growth vs Value – Coming into Focus Again
Since the start of the year, the battle between growth and value is in full force. It actually began last quarter and picked up steam since December. I have written in the past how important bond yields are when it comes to valuing a company. The sharp rise in the widely followed 10 year US […]
Read MoreWhy the 10-year US Government Bond Matters So Much
It should come as no surprise that the interest rate on the US Government 10-year bond is the most widely used indicator to broadly speculate on the future direction of equity prices and economic activity in general. US Government debt is generally considered “risk free”. Changes in risk free interest rates can be seen from […]
Read More2020 Year End Commentary
A year to put behind us. The combination of the COVID-19 out break and a hotly contested election cycle made for enormous amounts of uncertainty, the likes of which we haven’t experienced for many, many years. There will be lasting impacts from both of these events that will be felt for years to come. That […]
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