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. “
February 02, 2012
Today we share with you some commentary from our Q4 letter to investors as we recap 2011 and look forward to 2012.
The year 2011 was a challenging one for your equity investors as most market indices underperformed their historical averages. Fortunately, U.S. stocks ended the quarter on a positive note as most major indices posted...
December 22, 2011
It should be no surpise considering today's uncertain economic and political environment that investors have been flocking to dividend-paying stocks. Historically, stocks that pay steady dividends tend to perform better during challenging market environments. As the European debt crisis continues to rattle markets and fears of a global...
November 23, 2011
Today we share an excerpt from our recent Q3 letter to investors to provide some insight on our current bullish market perspective despite a turbulent and uncertain economic environment.
The pessimists seized control of the equity markets during the 3rd quarter assisted in large part by news of the ratings...
October 26, 2011
It was late October and dark in the early morning as I entered Boston’s newest and highest skyscraper, the Bank of Boston. I walked through the lobby to the far end of the elevator bank and pressed the button to the 37th floor, the penthouse. There were two massively opposing 12 foot high oak doors at the office entrance. ...
- ‹ previous
- 32 of 39
- next ›