January Recap and Portfolio Changes At the time of our last newsletter we were in the midst of a pronounced selloff in the market.  In that newsletter we covered some of the forces that were driving the sellers and pushing the buyers away. We have seen some of these forces dissipate in tandem with the market’s climb over the last

Market Thoughts and Portfolio Update During the course of weekend reading, we ran across an interesting quote regarding the value of forecasting by the financial journalist Jane Bryant Quinn that stated, “give them a date or give them a number but don’t give them both.” Following another roller-coaster week in the equity markets, that sentiment seems especially appropriate for the

Last week we saw significant positive developments across a broad range of sectors in global equity markets.  The S&P 500 saw a weekly return of 4.91% with health care, consumer discretionary, and information technology leading the way.  Investors seemed to have finally figured out the parameters of how the Fed playbook would play out and fears of an overly restrictive