Commentary

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.
Soft Patch
Counterpoint Commentary
October 4, 2011

Soft Patch?

After the most recent quarter, there can be no doubt that the world economy has hit a soft patch, in economic terms, but more importantly, in terms of political leadership, common sense, and effectiveness.
Stock Chart on Monitor
Special Update
August 8, 2011

Investment Update

The cause of recent turmoil is not some short-term phenomena, but rather the large, growing, and unsustainable level of debt that has accumulated throughout the developed world.