Wednesday, November 7, 2018

2018 Q3 Investor Quarterly Market Commentary and Investment Perspectives

Greetings,

The third calendar quarter of 2018 saw a more marked divergence in global economic and market conditions than had been seen in prior quarters, as several factors we will address in this Report have led to a “decoupling” of the U.S. economy, and its debt and equity markets from the “globally synchronized expansions” of both we’ve observed in the prior six to eight quarters.

Read the full article in the downloadable PDF »

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