Commentary
1/25/2021
Commentary – 2021 1st Quarter
“It was the best of times, it was the worst of times, it was the age of wisdom More
10/22/2020
Commentary – 2020 4th Quarter
Optimism is quite thin nowadays. Political and social strife aside, there simply More
7/27/2020
Commentary – 2020 3rd Quarter
We have come full circle. Three months ago, this letter was about the fastest st More
4/15/2020
Commentary – 2020 2nd Quarter
This quarterly letter will be slightly different than usual due to circumstances More
1/16/2020
Commentary – 2020 1st Quarter
On January 2nd, wasting no time shifting from holiday cheer to market chatter, B More
10/9/2019
Commentary – 2019 4th Quarter
The Roaring Twenties got its name from the exuberant pop culture trends, such as More
7/28/2019
Commentary – 2019 3rd Quarter
Summer is officially in full swing, which has young boogieboarders, college part More
4/25/2019
Commentary – 2019 2nd Quarter
U.S. stocks continue to trend higher, indicating investor optimism about economi More
1/28/2019
Commentary – 2019 1st Quarter
Here we go again. If we wrote a book titled “the economy is not the stock mark More
10/26/2018
Commentary – 2018 4th Quarter
We have recently been reminded of how quickly things can change. October has liv More
7/19/2018
Commentary – 2018 3rd Quarter
After a rocky start, the first half of 2018 ended on a positive note with the S& More
4/13/2018
Commentary – 2018 2nd Quarter
"Most experts agree that the recent spat between the U.S. and China is unlikely More
4/12/2018
Commentary – 2018 1st Quarter
"The incredible growth of 2017 will leave some individuals overconfident and oth More
4/12/2018
Commentary – 2017 4th Quarter
"Our faith in the conventions of traditional American institutions isn’t fadin More
4/12/2018
Commentary – 2017 3rd Quarter
"The Philadelphia Federal Reserve has been tracking, for the past 36 years, the More
4/12/2018
Commentary – 2017 2nd Quarter
"The current political environment creates a tendency to explain market movement More
4/12/2018
Commentary – 2017 1st Quarter
"A major theme for 2017 will be how and if the dollar dependency of internationa More
4/12/2018
Commentary – 2016 4th Quarter
"The presidential election may derail any sense of optimism. Wall Street genera More
4/12/2018
Commentary – 2016 3rd Quarter
"[With] the lackluster status quo of economic growth...it's no surprise that pop More