Weekly Market Commentary

Equity markets continued to break out higher this week while bonds and other haven assets retreated.  The week was punctuated with positive US economic data and

Market Commentary for Week Ended 9/6/2019

The week’s market action was characterized by a refreshment of risk appetite. The S&P 500 ended the week up

Calibrate Weekly Update

Weekly Recap                                                                                                   Monthly Recap

Weekly Notes:  Benchmarks and the Trouble with Indexing
 

"Tryin' to make it real, but compared to what?" 
Roberta Flack

The next few weeks I thought

This morning, as I was considering what to write for my weekly note, I was marveling at how ill-timed a few of my guesses about market direction have been.  At