The Longest Post War Bull Market
A few more thoughts on recognizing where we are in the cycle, illustrated by SG: The US has now "enjoyed" its longest bull market...
March 20, 2015
Saving Accounts for Charlie
A random tip for Sunday evening for those looking to earn more than zero on their savings accounts. Assuming people still have savings...
February 8, 2015
The Role of Macro
Many fundamental "bottom-up" investors often denounce macroeconomic forecasts. What may be less clear, is that this does not imply they are oblivious to...
September 26, 2014
Chart of the Day: Peak Liquidity?
Source: Bloomberg, SG Cross Asset Research...
September 23, 2014
Scottish Independence: Sheep & Threats
Scottish independence has been viewed as a low risk, low probability scenario for some time. Conventional wisdom hasn't changed much in this regard...
September 16, 2014
Common Sense
“It wouldn’t be overstating the case to say that investors face a crisis of low returns: less than they want or expect, and...
September 12, 2014
Hybernation
In Atlanta this week, checking in on a few existing and potential investments. But couldn't resist following up on Night Moves with a...
September 10, 2014
Night Moves
Woke last night to the sound of thunder How far off I sat and wondered Started humming a song from 1962 Ain't it funny how the...
September 8, 2014
Why Hold Cash?
"There’s a lot to be said when the world is going a little crazy around you, to at least put yourself in a...
July 29, 2014
European Distress and Colorado Brownies
Cushman & Wakefield recently released a thorough review of the European Real Estate Loan Sales Market in which the company estimates that nearly...
July 23, 2014