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Matt and Don discuss how the current COVID crisis is impacting corporate fundamentals and what that means for investors. Having Trouble? Click here.
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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 continue to grind higher for …
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COVID-19 has changed everything. The way we live has changed as we shelter in place or quarantine. The way we now work from home, on the phone, or by Zoom …
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Looking back to January and early February this year, investing looked easy. It seemed like the market hit a new high just about every day. Investors shunned bad news certain …
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Over the past two weeks, U.S. treasuries have experienced volatility like what was seen during several months of the Financial Crisis. U.S. Treasuries of long duration (20+ years) have had …
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Unfortunately, we see the market carnage continuing to pile up for now. We’ve talked about the increasing liquidity trap, where we get a massive “herd effect” of selling because of …
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Over the past few weeks, markets have experienced historic volatility. You should know that our investment process has responded appropriately by raising cash and taking defensive positions. As markets continue …
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We believe the time is now to add active risk management to your portfolios! Last week’s market volatility on news of the Coronavirus spreading worldwide and beginning to hit closer …
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“It’s not so much a question of if this will happen, but rather more a question of exactly when …” Panic, it seems, spreads faster than pandemics. The global spread …