Brace for Another Bunny Slope 3% Decline!

In my June blog, The View – Bunny Slope or Matterhorn Slope?,  I discussed the market consensus that any downside risk was most likely a Bunny Slope, rather than a major Matterhorn-like market downturn. Has anything changed since then? We haven’t seen any dramatic...

The Path Forward After Stimulus

I’ve spent a lot of time in my recent blogs, and in our current Quarterly Investment Letter, talking over the present economic and stock market situation, but here I want to focus more on what we’ve done with that information and what our current view is...