Commentary

The Wall
Counterpoint Commentary
October 4, 2016

Uncomfortably Numb

“Leopards break into the temple and drink the sacrificial chalices dry; this occurs repeatedly, again and again; finally it can be reckoned upon beforehand and becomes part of the ceremony.”
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.