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Articles

This section links to past issues of our newsletters. The Investment Review highlights activity and financial market analysis for each quarter of the year. The Monthly Insight communiqués are intended to deliver timely and thought provoking investment knowledge and financial market data.

Investment Review

Q3 2019
The stock market’s summer doldrums are over and the start of the historically best quarter of the year is upon...
Q2 2019
The first half of 2019 was terrific for financial markets regardless of whether you were a stock or bond investor....
Q1 2019
Stock markets have been on a wild ride the past six months, having gone from record highs, to being on...
Q4 2018
Global economies are set to undergo a slowdown in 2019 but that does not necessarily mean further pain. Certainly, more...
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Monthly Insight

SURGING OIL PRICE = GOOD EQUITY MARKETS October 2019
Contrary to popular belief, on a global scale there is very little correlation between the stock market and oil prices....
ENERGY STOCKS VS. OIL PRICES September 2019
Investing in energy stocks can be a feast-or-famine experience. The highs are sheer bliss while the lows can be excruciating....
BETA VS. RETURN August 2019
Diversification by spreading monies across multiple asset classes is the cornerstone of modern investment theory. If investors choose the right...
CHERRY-PICKING July 2019
Cherry-picking is the practice of presenting the results of a study that best supports your argument, instead of reporting all...
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