Investment Research and Investment Advice

Market Views

Our views on the market.

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Focus on Market Cycles, Not Political Cycles

Long Live Buy and Hold

Our Case for Health Care

Job Losses May Mean Market Gain

Fixed-Income Market Commentary:
Chris Keith, head of our Managed Bond Program, provides regular commentary on the state of the fixed-income markets.

Dump Your Bonds? Not!

Obama II - Changes Going Forward?

Buy and Hold Bonds, Too

Mid-Year Review

Staying Home, Safe and Sound

First Quarter Review

A Reverse Form of Usury?

Bonds Were Boffo in 2011

Occupy the World

The Die is Cast

Finding Values in the Bond Market

Anything but the Dog Days of Summer

First Half Review: Not too far from what we expected

What Happens in Vegas...

Transitory Inflation

That Time of Year

Cooler Heads Prevail

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Market Views