15 Oct 2018

Interest Rates and Equities: A Selloff Explained

Somewhat like Hurricane Michael, the stock market selloff last week seemed to come out of nowhere quickly, and it hit hard. The question on everyone’s mind is what caused the sharp move?  In truth, nobody really knows the answer, but that also means that my guess can’t be wrong. There are several broad themes that could explain the selloff, including further weakening of US relations with China expressed in the… Read More

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10 Oct 2018

Portfolio Insights

We are pleased to provide a digital copy of Portfolio Insights, our quarterly newsletter. Table of Contents: Stock Market Summary Bond Market Review Remembering Lehman Brothers As Good As It Gets? The Big Picture & Fast Facts Click here to read the issue:  Q3 2018 Portfolio Insights

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8 Oct 2018

What Ever Happened to Bitcoin, Anyway?

Around this time last year and in the months to follow, you’d be hard pressed to find a news site, especially in the financial realm, that did not have an article about bitcoin or some other form of crypto currency or blockchain. Today, you’ll still see an article here or there, but by in large, the hype has subsided. As we approach the 10-year anniversary of the publishing of bitcoin’s… Read More

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