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Market Commentaries

July 2011
Where Has All The Income Gone: We discuss the effects of quantitative easing on future economic growth and the importance of income in today’s market environment. An example of a covered call is also presented.
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April 2011
The Big Squeeze on Middle Class America: We discuss inflation, the Fed´s quantitative easing program and unemployment, as well as potential actions the government may take to "solve" the debt burden.
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January 2011
Investor Letter: We discuss some key market trends and our risk management process as it relates to the high net worth investor.
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October 2010
Less or More?: Consumers and Government Chart Different Paths To Recovery. We discuss the interesting contrast between consumers and governments, how consumers are de-levering as governments continue to borrow and spend in order to stimulate growth.
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July 2010
From Crisis To Response: Investing In A Time Of Reform & Regulation We discuss today´s regulatory environment (the recent healthcare and financial reform, plus the potential for tax and energy reform) as well as strategies for managing through all the uncertainty.
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April 2010
You Can´t Rush Reality. We discuss the optimism that has driven the market higher, the expansion of debt that is likely to make things challenging going forward, and why a strategy of "singles and doubles" makes more sense than swinging for the fence.
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October 2009
Fighting For Recovery On Multiple Fronts. We discuss the competing forces of inflation and deflation, the unprecedented credit expansion of the past 25 years, and what to expect as the leverage bubble unwinds.
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July 2009
2010 and Beyond: Flying Into Economic Headwinds. We discuss how yesterday´s economic tailwinds are becoming today´s headwinds and how focusing on income and managing volatility will continue to be critical going forward.
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April 2009
First Quarter Overview: Good News? Or Merely Less Bad News? We outline the details of the government stimulus and housing programs, their intentions, and their implications for investors.
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January 2009
An Economic Overview: Implications for U.S. Investors of the World Economy and Monetary Stimulus Efforts. We discuss how the financial landscape has changed and how to design a road map of opportunities for the future.
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