We’ve mentioned on several occasions in previous newsletters and commentaries our positive growth outlook for numerous emerging economies in the near future and the growing interconnectedness among them. This isn’t […]

We have written briefly before (July 2010 commentary) on the dangers of the municipal bond market. In this commentary we make the claim that the housing sector leaves a mark of hysteresis […]

Yesterday we ran performance reports for our portfolios1.  Our composite return across all portfolios was 18.11%.  For comparison, our aggressive portfolio’s aggregate return was 35.95%.  Annualized, these figures would exceed […]