What seemed like an outside probability just a few weeks ago looks increasingly likely to become reality. With Democrats likely to take both GA Senate seats, the balance of...

As I start to aggregate data from the past year and continue to gather thoughts on the upcoming months, I wanted to share some initial thoughts as we kick 2020 to the curb....

It's been a challenging year for bank stocks, to say the least, as the COVID-19 pandemic began to take hold early on. The chart below shows a recovery from the March lows,...

It’s not often that earnings season takes a back seat to other global events, but that was the case in Q3 2020 as the US election, increasing COVID-19 cases, a potential...

When Quantitative Easing (“QE”) was introduced to the markets by the Fed back in the Financial Crisis, we believe it quickly became THE influence on stock prices, displacing...

2020 has been a roller coaster for both fixed income and equity investors. As of Oct 28, the Barclays Aggregate has outperformed the S&P 500 by over 300 basis points...

"Diversification is protection against ignorance. It makes little sense if you know what you are doing." Warren Buffett Mr. Buffett has a way with words, and has clearly...