March Review – Focus on long-term principles to see through the fog of uncertainty

March Review – The fog of trade wars has thickened

February Review – Trade wars lead to uncertainty and a technology selloff

January Review – Market Reversal Highlights the Benefits of Diversification

December Review – Bitcoin and stock speculation

November Review – Euphoric election response shifting to policy implications

October Review – Rethinking the rate cut cycle

September Review – The long-awaited rate cuts begin

August Review – The return of volatility
August started off with a bang, as concerns over the health of the US economy and the unwinding of the Yen carry trade triggered volatile swings in the markets.

July Review – Cooler Inflation Triggers a Massive Rotation into Small Cap Stocks
On July 10, the Bureau of Labor Statistics reported that consumer inflation came in below expectations for the month of June.