TFC Quarterly Insights Archives
October 2007: Repricing Risk: Is the "Great Unwind" Behind Us or Only Beginning?
Although financial headlines usually focus on the equity markets, during the three months just ended important investment developments have been taking place in the global fixed income markets.
July 2007: What are the Bond Markets Signaling?
Although financial headlines usually focus on the equity markets, during the three months just ended important investment developments have been taking place in the global fixed income markets.
April 2007: Solving For ‘X’
Solving For ‘X’. The Personal Portfolio Investment Equation; Are the Dependent Variables in the Risk vs. Reward Calculation Beginning to Point in a Bearish Direction?
January 2007: Liquidity, Liquidity, Liquidity...
The Dubious Achievement Ribbon for 2006 goes this year to...
October 2006: Today's Investment Reality: A World in a State of Stable Disequilibrium
Borrowing a term from the scientific discipline...
July 2006: Inflation, Interest Rates and Equity Valuations
As always, the global financial markets appear to be at a critical inflection point...
April 2006: Managing Other People’s Money: A Few Post-Bubble Investment Market Reflections
We take seriously our mandate to manage client investable assets entrusted us...
January 2006: Cover Story for 2005: Nomination for "Force of the Year"
Our award for this coveted accolade goes to the U.S. economy...
October 2005: Extreme Weather
During the past three months, the world’s investment markets have endured just about anything the weatherman could conjure. Yet the markets this summer were a calm sea reflecting very little of this surrounding turbulence…
July 2005: If the News is So Bleak, Why Don’t the Investment Markets Reflect This?
It strikes us that getting the correct answer to this question will determine how effectively our current investment strategy will play out over the next 12-18 months…
April 2005: Keep Focused On What’s Important To The Financial Markets; GDP Growth, Corporate Earning
The financial market climate ahead may well test investors’ fortitude and willingness to stay the course…
January 2005: "It’s The Economy, ---------!"
Avoid Getting Swept Up in The Media Headline Haze and Political Posturing, The Economy Is Doing Just Fine
October 2004: Cloudy With Intermittent Periods Of Sunshine
It May Be Hard To See Through The Media Fog, But We May Be Heading Toward A Convergence Of Rising Economic Tides.