Ulysses: an inspiration in investing
October 21, 2011
Ulysses: an inspiration in investing The correction we had been waiting for finally arrived, taking the S&P 500 down roughly 20%, enough to be qualified
Every three months, the partners and portfolio managers collaborate on a summary of the state of the economic world as it pertains to your portfolio and our approach. Below, you will find links to our archives.
Ulysses: an inspiration in investing The correction we had been waiting for finally arrived, taking the S&P 500 down roughly 20%, enough to be qualified
American debt, European conflicts… The last quarter was dominated by images of popular unrest in Greece aimed at the government’s austerity program demanded by the
The market shrugs off a wall of worries “The market is climbing a wall of worries” and the first quarter of 2011 is the ultimate
As expected, 2010 turned out to be a fairly good year, considering that 2009 was a great one. The US market advanced 15% (in US dollar terms) and the
What a difference a quarter can make! We are now back to the same stock market levels we started with before the spring correction we alluded to in
It seems to us that markets have started their correction and will probably stay quite choppy until the fall. After an 87% increase from the bottom in March of
Markets have started with a choppy uptrend and ended the quarter up 5%, despite a sharp correction in January. Our outlook has not changed. We still expect
At first glance, implementing tariffs may seem like a straightforward and beneficial policy. After all, why not impose a tax on foreign goods and generate
Fixed income indexing is a passive investment approach that aims to replicate the performance of a bond index by holding a diversified portfolio of fixed-income
Retiring in a down market can feel unsettling. After years of carefully saving, it’s natural to feel anxious when your portfolio dips just as you’re
Planning your estate can feel daunting, but it doesn’t have to be. While some may see it as unnecessary, effective estate planning ensures that your