Monthly Commentaries

Jul 1, 2017

“All generalizations are dangerous, even this one.” Alexandre Dumas Across the taxonomy of investment products, the hedge fund category invokes some rather extreme reactions. On the one hand...

Jun 5, 2017

If you don’t know where you’re going, you’ll end up someplace else. Yogi Berra With the kids out of school, families across the country are packing up their cars and embarking on summer road...

May 1, 2017

It could be, it might be…it is! A home run! Harry Caray The Home Run. With one single swing of the bat, all the baserunners and the batter come home to score. For a hitter, it doesn’t get much...

Apr 1, 2017

He uses statistics as a drunken man uses lamp-posts – for support rather than illumination. Andrew Lang Data is like coffee shops. These days it is everywhere and in abundance. It doesn’t matter...

Mar 1, 2017

“The machine gun is a much over-rated weapon.” Field Marshal Douglas Haig, Commander British Expeditionary Force 1915-1918 With the 100th anniversary of Vimy Ridge approaching, we take a look back...

Feb 1, 2017

“Memory is deceptive because it is colored by today’s events.” Albert Einstein Suppose your doctor tells you that you must undergo an uncomfortable medical examination and that there are two...

Jan 1, 2017

“DON’T PANIC.” Douglas Adams,‘The Hitchhiker’s Guide to the Galaxy’ Through the early days of Trump’s presidency, we found ourselves reminded of Arthur Dent; regular Earth-person and protagonist...

Dec 1, 2016

“The more I practice, the luckier I get.” Arnold Palmer We grow up learning that success is the product of hard work and skill. What often gets overlooked is the role that luck can play; a factor...

Nov 1, 2016

“You don’t need a weatherman to know which way the wind blows.” Bob Dylan As the world tries to figure out what to expect from a Trump presidency, it appears the market has reached its conclusion...

Oct 3, 2016

Deutsche Bank (DB) has been making headlines and causing tremors in the markets. With flashbacks of the Lehman fiasco and concerns over contagion, investors are justifiably anxious. We thought we...

Oct 1, 2016

“The man who reads nothing at all is better educated than the man who reads nothing but newspapers.” Thomas Jefferson Every day we are bombarded with a barrage of news, delivered to us at...

Sep 1, 2016

“For every action, there is an equal and opposite reaction.” Isaac Newton The big, and perhaps most perplexing, question in fixed income land is: When will interest rates rise? Unfortunately, we...