November 04, 2020
A UNIQUE ENVIRONMENT It serves little purpose to call the markets “irrational”. Yet, the year 2020 has been like few others, with stock indexes defying gravity (and often logic) by making new highs despite a highly...
October 27, 2020
With one week until the US Presidential elections, investors may believe that changes to their portfolio are warranted. History, however, suggests otherwise. Yes, short term volatility tends to rise around elections. But investors'...
October 14, 2020
First of all, I hope that this note finds you keeping well and staying safe. We're in the midst of the season when we talk of elections and their impact on the markets. (Hint: Over time it hasn't mattered which party is in power.) And...
