July 2017

  • August 29, 2017

Q2 Market Review: Sanguine but not Complacent.  Q2, 2017 was another strong quarter for investments, especially equities. But, despite this gratifying performance we are very mindful that we are in the second longest bull market for stocks and a correction may be more imminent – if only for psychological reasons. Q2 2017 Letter (pdf link)