We haven’t posted in a while, because we wanted to let the market run. The Fed induced a low 10yr yield; investor attitude...
The U.K. leaves
Jun 24, 2016 7:57:52 AM
Overnight the U.K voted to leave the European Union. The so called Brexit vote has sent equity markets into complete turmoil...
Low yields
Jun 10, 2016 12:17:16 PM
The 10 yr treasury yield has been going lower this week with a low hit this morning of 1.63%. There are many factors...
The Sohn Conference
May 5, 2016 5:42:57 PM
Yesterday we attended the Sohn Conference. The foundation was started in memory of Ira Sohn who passed away from cancer...
Fear of Missing Out
Apr 20, 2016 10:02:14 AM
In our thoughts, the panic buying in the short term has driven market valuations to unreasonable levels when looking at the...
Earnings Season
Apr 12, 2016 9:32:39 AM
As we entered earnings season last night with Alcoa reporting, we were reminded by all those who talk about markets, that...
