April 2012

Dave Canal
April 25, 2012

Today we share with you an excerpt from our Q1 letter to investors, recapping the first quarter and providing some insight to our current market thinking for Q2 and beyond.

The equity markets continued their winning ways in the 1st quarter as all major indices pushed higher during the period.  In fact, this was the...

.

So long as predictions remain popular, and are so numerous as they are today – and so long as they receive notoriety through repetition in the press and on the radio – contrary opinions will increase in importance as thinking aids. “

– Humphrey Neil