Commentary

The Cruel Season
Counterpoint Commentary
October 8, 2015

The Cruel Season

T.S. Eliot famously wrote that “April is the Cruelest Month,” but on Wall Street, it is typically August, September and October that are cruelest to investors.
Central Bankers Gone Wild
Counterpoint Commentary
April 13, 2015

Spring Break

It’s Spring Break throughout many parts of the U.S., and beaches and resorts are packed with families and college students looking for sun, fun, and escape after a long and cold winter.
Oil Spill
Counterpoint Commentary
January 14, 2015

Oil Spill

Stocks start year with an “oil spill,” as worries about falling oil prices beget fears of deflation and a global slowdown.
Reaching for Yield…
Counterpoint Commentary
July 10, 2014

Reaching?

Global financial markets rose in the second quarter on renewed optimism, heavy medication from Central Banks, lack of alternatives and a dash of “animal spirits.”
Where To?
Counterpoint Commentary
January 14, 2014

Where to?

2013 was a remarkable year for the U.S. stock market, which rose over 30%, making it the best game in town.