Insights

Exclusive Q&A with Tom Clarke of William Blair – Part 1

Exclusive Interview Tom Clarke of William Blair

I recently had the opportunity to speak with Tom Clarke, partner and co-portfolio manager of the William Blair Macro Allocation Fund, about macro investing, risk management, and some of the key themes William Blair is seeing in the market today. Here’s what Tom had to say: Brian Haskin:  Hi Tom. Can you get us started with a quick overview of ... [read more]

Why “The Market” Is Not What You Think It Is

The Market Is Not What You Think

With the current market environment looking more and more like that of the late 1990s, I decided to revisit that time in chart form and see what potential pitfalls exist for investors that can be avoided this time around.  I think you will agree that the pictures below are both informative and frightening, the latter being the case if you do not ... [read more]

Still Trending…

Still Trending

Still Trending… The first week of earnings did little to change the overall market’s trend. In fact, it may have provided reasons to reinforce it. While the week's reports were mostly beats at the top and bottom lines (just like three months ago), the reception to some of the more cyclical company earnings reports (Banks and Industrials) were ... [read more]

Q&A With Jason Steuerwalt of Litman Gregory – Part 2

Jason Steuerwalt Litman Gregory

I recently had the opportunity to speak with Jason Steuerwalt, CFA, of Litman Gregory. Jason is a Senior Research Analyst for the firm and has a focus on alternative manager research, and has oversight responsibilities for the managers in the Morningstar 5-star Litman Gregory Masters Alternative Strategies Fund (ticker: MASFX). Prior to joining ... [read more]

Summer Break

Summer Break

Summer Break… If you are not already on break, then you are thinking about busting out soon to take some days off before the Q2 earnings season hits in three weeks. This is the last week of June and the second quarter so expect some window dressing into the July 4th holiday weekend. It is pretty easy to see which sectors PMs do not want to show ... [read more]

4 Ways to Discover an Elephant Bull Market

4 Ways to Discover an Elephant Bull Market

The Silk Road was an ancient network of trade routes connecting the East to West for centuries. Named after the lucrative silk trade, the route was forged in 200 BCE by the Han dynasty. Its usefulness extended into the Roman Empire and Medieval times until its final demise in the 1300's under the Mongol hoards lead by Genghis Khan. The ... [read more]

Q&A With Jason Steuerwalt of Litman Gregory – Part 1

Jason Steuerwalt Litman Gregory

I recently had the opportunity to speak with Jason Steuerwalt, CFA, of Litman Gregory. Jason is a Senior Research Analyst for the firm and has a focus on alternative manager research, and has oversight responsibilities for the managers in the Morningstar 5-star Litman Gregory Masters Alternative Strategies Fund (ticker: MASFX). Prior to joining ... [read more]

It’s Tango Time…

It's Tango Time

As the VIX flirts with single digits, the S&P 500 has been flopping around like a live fish on deck. But for U.S. investors in foreign equities, the music continues to play as cheaper valuations overseas and a weaker U.S. dollar pushed fund flows into other geographies. As you might have guessed, Argentina has led the way with a 40% gain for ... [read more]

Repositioning…

Repositioning

While the world's superpowers reposition their military strength toward the borders of North Korea, the financial markets look to be following closely in their wake and reordering their asset weighting toward one of less risk. North Korea, Syria and Russia remain major diplomatic question marks for the U.S. State Department right now. We will see ... [read more]

3 Tips for a Successful Distressed Energy Investment

3 Tips for a Successful Distressed Energy Investment

There is a tide in the affairs of men. Which, taken at the flood, leads on to fortune; Omitted, all the voyage of their life Is bound in shallows and in miseries. On such a full sea are we now afloat, And we must take the current when it serves, Or lose our ventures. Julius Caesar Act 4, scene 3, 218–224 Being a contrarian means you ... [read more]