Strategies

Investing and even non-investing voters are being gradually and systematically anesthetized to the risks and consequences of Fed and Treasury policies.

Macro-economic events currently drive micro-economic investment portfolios. Today the focus is on Europe. Tomorrow it may be China, Japan or the U.S.

Emerging markets were supposed to untether themselves from the debt-burdened West and find their own way in the world. It didn't work out that way.

Will the Year of the Dragon be a flying and fire-breathing beast for the markets?

We expect there will be a correction at some point, but my guess is that buying that correction will be the right move as opposed to selling it.