Publications

2008-07-07 Outlook 3rd Quarter 2008:
We believe that we are presently at a critical juncture in the global equity markets, and that the next few days to weeks are likely to allow much greater insight and clarity into the current state of the capital markets than is available today..... more 
2008-05-12 Outlook 2nd Quarter 2008:
"To paraphrase Daniel Mitchell of The CATO Institute, “capital markets without losses are like religion without hell".... more 
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