Market Commentary

A Little Perspective

January 9, 2019

The list of investor concerns is growing by the day. Most recently, we learned that Chinese manufacturing activity contracted in December, US manufacturing activity slowed [...]

De-FAANGed

November 29, 2018

A highlight of the market rally that we saw in 2017 was the stunning performance of technology stocks, particularly the so-called FAANG stocks (Facebook, Amazon, Apple, [...]