Our Articles and Commentaries

Priorities and Performance – Q2 2017

Melt-up – Q1 2017

The Voting Machine and a Different Kind of Bubble – Q4 2016

Passive Investing and Stock Market Structure – Q3 2016

Keeping Time – Q2 2016

Top-Down Concerns; Bottom-Up Opportunity – Q1 2016

That Giant Sucking Sound – Q4 2015

Staying Right Sized – Q3 2015

The Great Reflation and Stock Prices – Q2 2015

15 Years On: The Worst of Times Revisited – Q1 2015

Rolling Along, with Lots of Insurance – Q4 2014

Investment, Speculation, and Market Timing – Q3 2014

Protecting Capital for the Long Run – Q2 2014

Revisiting the Impact of Low Interest Rates on Equities – Q1 2014

Swimming against the Tide – Q4 2013

What Corporate Profits Are Telling Us – Q3 2013

The Low Rate, High Profit Value Mirage – Q2 2013

Struggling to Find Value – Q1 2013

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