We have been fortunate to have enjoyed an extended period of calm in the markets for quite some time. Clearly that tranquility has broken with the volatility we have witnessed since the beginning of October. The question is whether this … Continue reading
Third Quarter 2014 Review
The third quarter of 2014 demonstrated significant divergence in the strengthening of the domestic US economy and the corresponding weakening financial markets. Asset class returns suggested a maturing of the market cycle, with large-cap stocks and mega-cap US stocks in … Continue reading