Blog

Today we saw an enormous rally in the 10yr bringing yields close to 2.4% which means bond valuations went down. The...

The slew of bad economic data that has come out recently does not bode well for growth in the second quarter. With a...

Yesterday we attended the Sohn Conference. The foundation was started in memory of Ira Sohn whom passed away from cancer...

As predicted, European indexes are at 14 year highs, much due to their quantitative easing efforts. The European YTD gains...

After a volatile quarter, the markets are up slightly on the year. Many US Economic indicators are pointing to a slowdown in...

My mentor in the business always said: eat the meat of the sandwich and let the greedy guys take the crust. This was sage...