January 2019 Outlook
A 1997 dark comedy starring Dustin Hoffman and Robert DeNiro, “Wag the Dog” was a film in which a Hollywood director and a spin-doctor collude to fabricate a war in order to distract voters from a presidential sex-scandal. Hilarity ensues. Of course, the irony was that the movie was released just two months before an actual sex-scandal erupted.
October 2017 Outlook
Our market Outlooks over recent quarters have offered clients our views into topical issues affecting interest rates, economics, and asset prices. We have also endeavored to introduce topics of interest less directly linked to current market conditions (recently, technology valuations and Behavioral Finance). This quarter, for a discussion of Bitcoin and other “cryptocurrencies”.
April 2017 Outlook
We wrap-up our three-part series on Behavioral Finance in this issue of the Outlook with a discussion of Emotional Biases, which often adversely affect investors’ outcomes. This discussion and the tie-in with Sir Isaac Newton is found in the second half of this quarter’s Outlook.