Commentary

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.
You Are Here
Counterpoint Commentary
January 12, 2012

You Are Here

Feeling lost? As the New Year begins, it is hard to remember a time with greater awareness about our challenges, and yet more uncertainty about where we are headed and where to invest.