Monthly Commentary Archive

Be Prepared (July 2014)
Investing with Honor (June 2014)
Don’t Overthink It (April 2014)
March Madness (March 2014)
Don’t Fear the Taper (December 2013)
Reporting from Grant’s (November 2013)
The Herd Instinct (September 2013)
Looking for Risk (March 2013)
Keeping Focus (February 2013)
A Dickensian New Year (January 2013)
Men of Good Will (December 2012)
Back to the Future (November 2012)
Occam’s Razor (October 2012)
The Experimental Economy (September 2012)
Volatility ≠ Risk (June 2012)
Groundhog Day (May, 2012)
The Apple Conundrum (March 2012)
A Word on Banking (January 2012)
It’s Relative (October 2011)
A Moment of Clarity (August 2011)
A Crude Dilemma (March 2011)
Seismic Shifts (February 2011)
Ripping Off the Band-Aid (December 2010)
Positive Factors (July 2010)
A Greek Drama (May 2010)
The Downside of Debt (February 2010)
What is Gold Telling Us? (December 2009)
Page 16 Stories (November 2009)
The Elephant in the Room (October 2009)
Inflation or Deflation? (September 2009)
The Rally Continues… (August 2009)
Identifying the Tides (June 2009)
Bubble-nomics (May 2009)
Concerning Politics (April 2009)