The Macro View

A Few Things We Ought To Trust: Waze, 6-Irons & Our Investment Portfolios

Posted by

  What was the last situation where you made an emotional decision only to regret it almost immediately?  Did you trust your gut on a “shortcut” and get stuck in traffic instead of just listening to Waze?  Did you hit your driver and try to carry the hazard instead of laying-up with a 6-iron?  Did you really go into Target convinced you’d spend less than $100 this time?  Well, we’re human beings and that’s what… Read more »

Time To Get Tactical With Emerging Markets?

Posted by

  Throughout 2016 and 2017, the emerging markets staged an impressive rally. The MSCI Emerging Markets Index surged more than 60%. But since hitting a peak in late January, the index has fallen roughly 15% and currently sits down 8% year-to-date. The slide is attributable to the rebound in the dollar, which always creates an… Read more »