Newsletters | Market Commentaries


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2017


Buyers Everywhere… But will They Stay for Summer? (July 1, 2017)

Taking a T-O (April 1, 2017)

More Surprises Ahead? (January 1, 2017)
 


2016


Post-Election letter (November 9, 2016)

Party Like It's 1999 (October 1, 2016)

Is June 23 the New Independence Day? (July 1, 2016)

Opportunity Amid Rising Uncertainty (June 24, 2016)

"Volatility Is Back: Embrace the Volatility" (April 1, 2016)

"As we write this letter on the last day of the year..." (January 1, 2016)

2015

 

"It’s déjà vu all over again." (October 1, 2015)

"Climbing the Great Wall of Worry" (August 24, 2015)

"The investment committee is excited to begin this quarter..." (July 1, 2015)

"On the heels of a booming third-quarter..." (April 1, 2015)

"Much has happened over the past quarter..." (January 2, 2015)


2014

 

"October 2014 Midmonth Update" (October 15, 2014)

"If history repeats itself..." (October 2, 2014)

"The thing about football..." (July 2, 2014)

"I wake up every day, right here, right here in Punxsutawney..." (April 2, 2014)

"The gambling known as business looks with austere..." (January 9, 2014)


2013

 

"Cuando creiamos que teniamos todas las respuestas..." (September 30, 2013)

"We don't want to change." (July 1, 2013)

"The first day of spring is one thing..." (April 4, 2013)

"We must accept finite disappointment, but never lose infinite hope." (January 4, 2013)


2012

 

“We cling to our own point of view..." (October 3, 2012)

"Living at risk is jumping off the cliff..." (July 7, 2012)

“Trouble ahead, trouble behind..." (April 6, 2012)

“Who’s on first?” – “I Don’t Know” – “Third base!” (January 9, 2012)


2011

 

“All we want are the facts, ma’am.” (October 9, 2011)

"Some debts are fun when you are acquiring them, but none are fun..." (July 11, 2011)

"I find it unethical on the part of economists to teach Ricardo's ..." (April 11, 2011)

"There is nothing wrong with change, if it is in the right direction" (January 11, 2011)


2010

 

"The fashion of the world is to avoid cost, and you encounter it..." (October 10, 2010)

"For the moment, the broadly unanticipated behavior of world..." (July 9, 2010)

"Cause and effect are two sides of one fact...." (May 14, 2010)

"We contend that for a nation to try to tax itself into..." (April 13, 2010)

"With or without you, I can't live With or without you..." (January 15, 2010)


2009

 

"To be uncertain is to be uncomf ortable, but to be certain is to be..." (October 9, 2009)

"The pendulum of the mind oscillates between sense and nonsense ..." (April 10, 2009)

“Be fearful when others are greedy, and greedy when others are fearful." (March 2, 2009)

"The economic and technological triumphs of the past few years ..." (January 15, 2009)