Is Europe Set for a Rebound?

Is Europe Set for a Rebound?

As our clients and readers of our newsletters know, we’ve been relatively big proponents of investing internationally — both in Europe and in “emerging markets” over the last 18 to 24 months. We have taken this stance largely as a result of our...

There’s Always Room for Growth

Last month, an article “Ending America’s Slow-Growth Tailspin” by economist John H. Cochrane was featured in the Wall Street Journal. The author is a senior research fellow at the Hoover Institute – a large research think-tank out of Stanford...

Our Take on Brexit and the Markets

We were as surprised as anyone with the results of the Brexit vote. In a historic decision, last Thursday the British people voted to break away from the European Union. Needless to say, this was a huge surprise to the market, the media, and the political class. (As...