Commentary

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.
The Oasis
Counterpoint Commentary
April 15, 2013

The Oasis

Is the stock market an oasis of opportunity in a desert of low returns, or just a mirage of Monetary Policy?
Looney Tunes
Counterpoint Commentary
January 17, 2013

Looney Tunes

Global economy and markets face major cross-currents: slow growth, political paralysis and pervasive pessimism; offset against extraordinary monetary policy, strong corporate fundamentals and reasonable valuation levels.