Not so unique
The markets are having a hard time making up their mind as investors look for the next catalyst in either direction. The fear over the Delta variant of the…
Read MoreVideo – A story and a game plan highlight
Airshow disappointment led to interesting talk with business owner that reinforced our game plan into year-end...
Read MoreEndurance race
I was at the Lake Placid Ironman competition this weekend to support a good friend. This race is one of the most famous endurance challenges that includes a 2.4-mile…
Read MoreVideo – Getting there update
We wanted to speak to the volatility in both direction in the "summer of indigestion" and what to look for in the weeks ahead.
Read MoreVideo – Getting there
We offer our take on the current market weakness in this short video clip.
Read MoreGetting there
With the S&P 500 (SPX) and Nasdaq Composite (COMP) less than 2% from a record high and the National Association of Active Independent Managers (NAAIM) Exposure Index sentiment back…
Read MoreJuly Macro Slide Deck
We have been in a macro and market transition punctuated by the rolling correction since the early part of this year.
Read MoreRe-entry after vaca
Good Morning. Just getting back from vacation and ready for tomorrow’s Macro Slide Deck and conference call.
Read MoreNew Video before vacation
I wanted to walk you through a few charts that highlight our current view of what the current period of monetary and market transition could mean to markets.
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