Fund Performance Commentary
January 30, 2020

Fund Performance Commentary // January 2020

Risk assets that do not price risk It is becoming more and more apparent that "stocks" have little concern for the underlying economy, fundamentals of the companies they represent or…
Fund Performance Commentary
December 30, 2019

Fund Performance Commentary // December 2019

Debt, Debt, Debt December challenged the fund once again as equity markets relentlessly marched higher. The Nasdaq ended the year nearly 46% above its December lows last year (December 24, 2018). The magnitude of the expansion, coupled with…
Fund Performance Commentary
November 30, 2019

Fund Performance Commentary // November 2019

Have we learned nothing from the past?   Financial pundits have begun to discuss the possibility that perhaps due to low rates, and with rates unlikely to rise anytime soon,…