Our Research

A Leadership Shift into a Historically Tough Seasonal Stretch

In a decidedly less interesting book, Bill Gorton’s question might have been “How do expansions end?” And while Mr. Hemingway, thankfully, opted to go a different route, Mike Campbell’s reply would have been the same: “Two ways. Gradually, then suddenly.”

The fiscal path of the federal government has increasingly become a topic of conversation, not to mention concern, not only among the general public but also among market participants.

One of the best pieces of investment advice we’ve ever come across is “don’t make short-term judgments about long- term assets.”

In a long-ago time, when documents were actually printed, a popular phrase – “before the ink was even dry” – was used to describe how quickly things can change.