The Next Decade

by Chase Lee, CFAJanuary 1, 2020
The beginning of a new decade is upon us. Markets will go up in the 2020s. They’ll go down too. While this appears obvious – it is important to remember that the 2020s will have twists & turns, successes & pitfalls - just like the years before them. However, the past is not always a […]
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What's Really Going On?

by Chase Lee, CFAOctober 1, 2019
The more stress on businesses = more stress on profits = more stress on markets. Are things going well? Are they not? Are they are about to go bad? What in the world is going on?
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by Chase Lee, CFAMay 15, 2019
The beginning of the year in the markets took us round trip from the declines of the 4th quarter – but we would caution against thinking everything is ‘business as usual’.
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2019 Macro Outlook

by Chase Lee, CFADecember 15, 2018
In our 2019 Outlook, the link below, we outline how market fundamentals evolved over the past year, why we believe the bear isn’t finished yet, and our playbook for finding great value in this environment.
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2018 Macro Outlook

by Chase Lee, CFADecember 15, 2017
***OLD FORMAT. PLEASE CONTACT US IF YOU WOULD LIKE AN ORIGINAL COPY*** “It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.” i Do we know ‘for sure’ the past years market returns were because of a robust economic backdrop?
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