The Bull/Bear Dialogue – Part II

In the first Bulls/Bears Dialogue blog I discussed the standard bull/bear cases we hear every day. But I think there is more to consider if we want to build a clearer vision of where the market may be going. To some extent this is speculation on my part, but there has...

The Bull/Bear Dialogue – Part I

Markets have had quite a year so far. That, of course, has led to a lot of discussion. Are stocks primed for a fall? Bonds? Or is there more juice in the tank? Frankly, it’s pretty easy to find bearish arguments. Stocks are now quite expensive historically on...

As Good as It Gets?

I live in a world of macro and fundamentals. The basic reason for this is that I can’t think of a situation where they didn’t inform me of the future. Together, macro and fundamentals can tell us quite a lot about longer term stock market potential. The...

Buy Now? What Next?

There are two basic ways to invest in the market. You can either stick your finger in the air and invest however the wind is blowing or you can have a process, a lens through which to view a broader spectrum of factors to invest assets. It seems obvious to me which...