Point of View
Third Mandate? A Less Conspicuous Fed – April 2019 Quarterly Point of View
Invest Like an Owner – January 2019 Quarterly Point of View
Disciplined, Not Dogmatic – October 2018 Quarterly Point of View
Trump, Smoot and Hawley – July 2018 Quarterly Point of View
Tariffs & Trade – April 2018 Quarterly Point of View
Coming Home – January 2018 Quarterly Point of View
Finance of ‘The Shallows’ – October 2017 Quarterly Point of View
‘Passive’? – July 2017 Quarterly Point of View
Pendulum Plotting – April 2017 Quarterly Point of View
The Unexpected, as Expected – January 2017 Quarterly Point of View
Comfortable Crossing the Line – October 2016 Quarterly Point of View
Brits Boogie – July 2016 Quarterly Point of View
Dovish Double Down – April 2016 Quarterly Point of View
FANG Fad – January 2016 Quarterly Point of View
Voting and Weighing – October 2015 Quarterly Point of View
Undermined Incentive for Responsibility – July 2015 Quarterly Point of View
Intelligent Investor – April 2015 Quarterly Point of View
Mispricing Risk – January 2015 Quarterly Point of View
Impolitic Fed – October 2014 Quarterly Point of View
Tomfoolery – July 2014 Quarterly Point of View
The Point Is? – April 2014 Quarterly Point of View
Windshield, Not Rear View Mirror – January 2014 Quarterly Point of View
What Have We Learned? – October 2013 Quarterly Point of View
Diversify the Dividend Stream – July 2013 Quarterly Point of View
Navigating the W – April 2013 Quarterly Point of View
Debt & a Dividend Tipping Point – January 2013 Quarterly Point of View
Skinny Dipping at Low Tide – October 2012 Quarterly Point of View
The Tax Issue – July 2012 Quarterly Point of View
A Bird in the Hand is Worth Two in the Bush – April 2012 Quarterly Point of View
Bridging Rough Water – January 2012 Quarterly Point of View
Motion Sickness – October 2011 Quarterly Point of View
Earnings Only a Means to an End – July 2011 Quarterly Point of View
Austerity, Inflate, Devalue? – April 2011 Quarterly Point of View
Show Us The Money – January 2011 Quarterly Point of View
Uniquely Opportune Time – October 2010 Quarterly Point of View
