Our Publications

Our Recent Publications

Global Economic and Market Commentary Fourth Quarter 2017

“This problem of making ever greater investments as the market rises is a classic cycle that is not likely to abate.”  - Martin Leibowitz

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Global Economic and Market Commentary Third Quarter 2017

“The four most expensive words in the English language are ‘This time it’s different.’” – Sir John Templeton

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Global Economic and Market Commentary Second Quarter 2017

“The Goldilocks economy has increased the appetite for risk assets."

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Global Economic and Market Commentary First Quarter 2017

“A recent suggestion that policy gridlock should now be embraced as a buying opportunity is too convenient as those same strategists urged us to buy last November in anticipation of what a Republican controlled government would accomplish.”

Kopin Tan, Barron’s, “The Pause that Refreshes.”

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