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