Market Commentary
Market Pullback
Last week was another one of those weeks when downward moves in the market brought back those lingering thoughts of…
Our Thinking
These are the letters we send to clients. They were written on a particular day about the market as it stood that day, so the date matters as much as the words — we publish them here unedited, as a record of how we were thinking at the time.
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2018
Market Commentary
Rising Rates
As you may have noticed over the last week, interest rates are moving higher. It began with the Federal Reserve…
Market Commentary
The Effect of Rising Rates on Equities
I thought you might like to see some interesting longer-term perspectives from Dorsey Wright and Associates (DWA) on interest rates…
Market Commentary
Market Update
I hope everyone is having an enjoyable summer! Asheville’s summer this year reminds me of those growing up – not…
Market Commentary
Lifespan of a Market Correction
The markets took a turn lower this past week and we are now approaching the lows of mid-February. The Dow…
Market Commentary
Recent Market Volatility
A bit over a month ago, I posted an article about market volatility. In it I reminded you that periods…
Market Commentary
Looking Back – Looking Forward
Happy New Year!! I hope each of you had a wonderful holiday season and that 2018 is off to a…
Questions About Our Process?
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