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Our Latest Insights

July 16, 2012

Market Perspective for 7/16/12

July Unemployment: Fourth consecutive disappointing report.  The trend is confirmed.  This is going to put pressure on the Federal...
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May 18, 2012

Notes from the 2012 CFA Conference

The conference was opened on Sunday May 6th by James Montier of Grantham, Mayo, Van Otterloo (GMO) who came into Chicago (where the...
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April 30, 2012

Follow-up on Benchmarks

In the 4Q12 Quarterly Perspective I wrote that benchmarks can be misleading.  I referred to the performance of the Dow Jones Industrial...
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