2020 is certainly going to be a year to remember. As Roseanne Roseannadanna famously said: “It’s always something. If it’s not one thing, it’s...
Learning to Cope
Would you rather listen to this month's client letter? Download "Learning to Cope" from our podcast. As we enter the next phase of the coronavirus...
Two Crises and Long-Term Changes
Our friend Mohamed El-Erian¹ has been writing, tweeting and appearing on business shows at a record pace lately, for obvious reasons. As our...
Facing the Challenge
We would like to tell you the answer. When will this be over, and what is the market going to do next? But you know no one knows. This is a new...
An Update On COVID-19 and the Outbreak’s Impact on the Markets
Coronavirus: COVID-19 U.S. equity indices fell sharply Friday and again this morning after hitting new record highs last week. And interest rates...
It’s All In How You Look At It
Welcome to a new decade! This decade just seemed to fly past. The last thing I remember, the market was rebounding sharply in 2009 after the Great...
Celebrating Two Decades of Partnership and Service
Last month we celebrated the 20th Anniversary of Roger Hewins and Martha Post’s business partnership and service to clients. Over those years, Roger...
FAAAM! – with apologies to Irene Cara
FAANG Big news - Jim Cramer is unceremoniously pulling the plug on Netflix. This obviously destroys the FAANG acronym he created and which we have...