Recent Articles

Weekly Observations for 5/18/2018 — Market and Rates Breakout

For this week's observations, I'd like to give you a very brief update on both the US stock market and interest rates, since there have been some interesting movements in each over the past two weeks. The US stock market, depending on which line you prefer, has either decisively broken out from the tightening range I have been...
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Weekly Observations for 5/11/2018 — Collaboration

I've been on the road most of this week, so I am grateful the weekend has arrived. But before I make my final trip home, here are a few items that I found particularly exciting this week: I spent Monday and Tuesday meeting and collaborating with a number of other advisors and investment managers in Washington D.C....
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Weekly Observations for 4/27/2018 — Investment Trends

Greetings from Austin, Texas! This evening I am meeting with Todd Harrison and his team to further explore their research into several investment themes I’ve been following for the past year. I’ve been really looking forward to this trip and conversation for a few months. We’ll have a business dinner with them tonight, then Rebecca and...
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