August 2011 Newsletter

August 2011 Newsletter

The first few weeks of August have brought a return to market volatility. We’ve sent out several notes on our thinking over the last few weeks, and in the initial article below, we bring you up to speed on our latest thinking regarding the underlying causes of...
June 2011 Newsletter

June 2011 Newsletter

Summer is here, and as was the case last year, the market seems to be wavering a bit. One of the underlying causes for that is softer economic data of late, and in the first column below, we examine whether the slowdown is temporary or indicative of something more...