Climbing the wall of worry: Mid-year optimism

Summer has been heating up the news cycle. Trade headlines dominate; midterm elections are impending; interest rates are on the rise; a strong second quarter stokes conversations about peak growth. The takeaway is clear: there are a lot of disconcerting issues for investors

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Sep 18, 2018

Market balance: Currency contagion, trade rhetoric, and rate hikes

The U.S. equity markets posted positive returns during a period where...

Sep 12, 2018

Midterms and market volatility

School and Congress are both back in session and while parents may be happy to see their kids heading off to the classroom, investors can’t help but be a little nervous...

Sep 6, 2018

How to invest in the surge in CapEx

Capital Expenditures (CapEx) are up significantly in 2018. Meaning that companies are using free cash flows to upgrade productive capital. As we have described before...

Sep 6, 2018

Back to school with ETFs

Heading back to school, the “refresher course” is an old standby for teachers (along with “what I did on my summer vacation”). A similar exercise could be useful for...

Aug 30, 2018

Small caps and trade wars

Trade wars tend to hit companies in two major ways: 1) with tariffs that impact products, services, and sectors, and 2) through currency relationships, which are often upended...

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