Quarterly Commentary

A massive tug of war is raging between the the U.S. Federal Reserve (Fed) and the Coronavirus on a daily basis to influence markets and…

Last quarter, I started this piece by welcoming you to the new Roaring 20s decade. At the time, we were cautiously optimistic that markets would…

Steven Van Solkema discusses the latest economic & market commentary as of Q4 2019.

Steven Van Solkema discusses the latest economic & market commentary as of Q3 2019.

Steven Van Solkema discusses the latest economic & market commentary as we hit mid-year 2019.

Steven Van Solkema discusses the latest economic & market commentary from Q1 of 2019.

Gary E. Stroik discusses the latest economic & market commentary from Q4 of 2018.

Don Schreiber, Jr. conveys his thoughts on the markets in 2019 and the factors that have influenced his outlook.

We’re about to take off into 2019 and it’s looking like a bumpy ride. In order to avoid market turbulence, what could make 2019 great again? Here’s a best and worst case scenario, as excerpted from our latest Bull|Bear Radio podcast episode.

“The stock market is the story of cycles and of the human behavior that is responsible for overreactions in both directions.” – Seth Klarman Human…

Market review of 2018’s second quarter and outlook.