Commentary

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.
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.