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Our Latest Insights

August 23, 2018

Market Perceptive for August 23rd, 2018

Economy Famous hedge fund investor Stanley Druckenmiller is known for his assertion that it is liquidity that moves markets, not...
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July 25, 2018

2Q18 Quarterly Perspective

Summary Stocks rebounded last quarter - at least here in the U.S.  Trade war fears drove up the value of the dollar on the idea that...
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May 18, 2018

Market Perspective for May 18th, 2018

Emerging Markets I am nervous about emerging markets.  EM can handle a gradual strengthening of the US dollar to a point, but not the...
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