Market Summary – 1st Quarter, 2022 The world has been upended by Russia’s military invasion of Ukraine. As the...
Market Summary – 4th Quarter, 2021 The headline of this newsletter cites what is known as “Stein’s Law”, coined...
Market Summary – 3rd Quarter, 2021 “When the music stops, in terms of liquidity, things will get complicated. But...
Market Summary – 2nd Quarter, 2021 “We predict too much for the next year and yet far too little...
Market Summary – 1st Quarter, 2021 “Mr. McKittrick, after very careful consideration, sir, I’ve come to the conclusion that...
Market Summary – 4th Quarter, 2020 “The slow one now will later be fast, the order is rapidly fadin’...
Market Summary – 3rd Quarter, 2020 “There are known knowns; there are things that we know we know. We...
Market Summary – 2nd Quarter, 2020 “All of us might wish at times that we lived in a more...
Market Summary – 1st Quarter, 2020 “I see great reason for intense vigilance and exertion, but none whatever for...
Market Summary – 4th Quarter, 2019 “That men do not learn very much from the lessons of history is...