INSIGHTS

By: Matt Garrott We’ve witnessed the peaceful exchange of power in the most powerful country on the planet.  Now, how do we create a “Trump Portfolio” of only the best, really the greatest, everybody says so securities?  Does it make sense to overweight small cap manufacturing stocks that might benefit [...]

By: Matt Garrott What Happened in 2016 The stock market started the year on the wrong foot with a 10% drawdown. It was the worst start to a calendar year ever and prompted knee-jerk reactions such as the RBS note for their clients to “sell everything”.  [...]

By: Matt Garrott The S&P 500 is up over 3% since the election. I hesitate to call this a “Trump Rally”, especially as the election looms so large in recent memory.  For now, it seems prudent to recognize that the election has brought with it a [...]

By: Mark Weiskind No matter your political leaning, you likely didn’t expect Donald Trump to win the election last week.  Most of the “experts” (the pollsters, the pundits, the media) sure didn’t see it coming, Hillary Clinton seemed a lock.  Nor did you likely expect the [...]

By: Matt Garrott As a whisky (whiskey here in the States) matures, it loses about 2% of its volume to evaporation each year.  Distilleries call this The Angels’ Share.  They fill oak casks with a precious liquid knowing that each year part of their hard work will simply [...]

By: Matt Garrott The 2016 Harvard Management Company Annual Endowment Report is out.  What was once a great write-up about the cutting edge of investment management now serves as a warning that every investor can learn from.  The endowment’s fixation on keeping up with the Joneses [...]