Commentary

Our Quarterly Commentary comes from our research and generally gives a contrarian view.

We also, relate how economic events will affect your portfolio.

(Please click on any of the current issues of our Quarterly Economic Commentaries below to view or download.)

1. Quarterly Economic Commentary, April 2025

2. Quarterly Economic Commentary, January 2025

3. Quarterly Economic Commentary, October 2024

4. Quarterly Economic Commentary, July 2024

5. Quarterly Economic Commentary, April 2024

6. Quarterly Economic Commentary, January 2024

7. Quarterly Economic Commentary, October 2023

8. Quarterly Economic Commentary, July 2023

9. Quarterly Economic Commentary, April 2023

10. Quarterly Economic Commentary, October 2022

Please click here to access our library of past Commentaries.