This week we are going to do something we have not done in a while. We are going to write a memo (largely) devoid of discussions of politics or COVID-19. We are sure this will not last…but it sure feels good right now! All the talk of the [...]

There is undoubtedly a subset of folks reading this memo today who were frustrated by the election. There is another subset who are excited. But as we have talked to clients this week, the overwhelming response has been some version of th [...]

We had grand designs of waking up this morning and providing you with a detailed memo outlining the outcome of the Election, what it meant for the path forward for portfolios, etc., etc. Yeah…not yet. 2020 continues to be the gift that ke [...]

This week’s memo is going to be a bit more abbreviated than most as we’re waiting for – as we’re sure you are as well – an outcome from tomorrow’s election to give us a better understanding of where we’re going next in portfolios. If you [...]

Eight days. That is all that’s left in the latest test of our 2020 resiliency. Eight days from today we are going to know the results of the 2020 Election…hopefully.  We are not going to spend time today discussing who we think will preva [...]

Time is a weird beast. If you are like us, this COVID season has both raced by and crawled. In some ways, it seems like we have been dealing with this pandemic FOREVER. Yet it also seems like we just sent you a note about earnings season [...]

Most people will not remember it these days, but there was a great 80’s comedy movie – starring Chevy Chase (one of your authors’ favorites) – called Funny Farm. It was an admittedly formulaic 80’s comedy – but it was also just funny.  It [...]