If all you have is a hammer, everything looks like a nail.
Is the recent decoupling of stocks and bonds the beginning of the Great Rotation?
Keep Calm and Carry On
Like Tom Petty said, "Waiting is the hardest part."
How can consistently superior performance be boring? -OR- Little Things Are Big Things
What happens when you've dotted all your i's and crossed all your t's, and then an act of God renders you thesis moot?
I answer a lot of question about our business; who we are, what we do, where we do it, when did we start. But very rarely do I get asked why. And that, perhaps, is the most important question.