The Trouble with Oil (Part Three)20160201205252
The Trouble with Oil (Part Three)
One thing that I’ve realized is that there’s a disconnect in how different investors think about oil. For asset allocators, oil and commodities are a ...
The Trouble with Oil (Part Two)20160129201734
The Trouble with Oil (Part Two)
Two weeks ago we wrote a post on oil (The Trouble with Oil Part 1) – why it matters to equities these days, and how the initial market response (and ...
The Trouble with Oil20160116192938
The Trouble with Oil
In an earlier post, we talked about market volatility when new risks move to center stage. Well, crude oil is center stage, to say the least. Why? O...
An Excerpt from the Mid-Month Update20160115192619
An Excerpt from the Mid-Month Update
Given the market volatility, we provided a mid-month update to our investors. The following is a brief commentary on the markets: For purposes of thi...