Staying the Course and the Current State

April 03, 2020 |Tim Corney
A word on staying the course Last week we wrote on the dynamics of market recoveries, and discussed the concept that markets tend to make up nearly half of their losses in a matter of weeks, not months during periods of significant drawdowns. This week...
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Temperature Check on the Market and a Word on Recoveries

March 27, 2020 |Tim Corney
Policy update & recent market conversations The U.S. federal government and the Treasury have intervened in financial markets in an unprecedented fashion. Further, Congress passing a $2 trillion legislation package should help bridge the economy as we...
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A Framework for Uncertainty

March 10, 2020 |Tim Corney
A framework for handling uncertainty Howard Marks, a brilliant financial mind, said, “In the real world things generally fluctuate between ‘pretty good’ and ‘not so hot’.” But in the world of investing, perception often swings from ‘flawless’ to ‘hopeless’...
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Investing in Potentially More Turbulent Times Ahead

February 26, 2020 |Tim Corney
February 26, 2020 Equity markets typically don’t deal well with uncertainty therefore it is not surprising to us to see an increase in market volatility on the back of investor worries that the coronavirus (COVID-19) is spreading outside of China. We...
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