Discretionary Portfolio Quarterly Commentary

Our quarterly commentary is a summary of our discretionary portfolio offering (PIMG) and comments on recent portfolio transactions. We discuss the current economic environment, investment ideas and themes.

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Previous Quarterly Newsletters

2021
- Fourth Quarter 2021 - Groundhog Quarter
- Third Quarter 2021 - Easily Spreadable Delta, Debt Ceiling Upheld-a Red China Evermore, What’s Ida Got in Store?
- Second Quarter 2021 - Double, Double, Inflate and Bubble, Then... Nothing?
- First Quarter 2021 - The Great Rotation
2020
- Fourth Quarter 2020 - Equity Markets ≠ The Economy?
- Third Quarter 2020 - Is The Market Ready To Face Reality?
- Second Quarter 2020 - Stimulus Saves the Markets but Has It Saved The Economy?
- First Quarter 2020 - COVID-19 Attacks and the World Bolsters its Defenses
2019
2018

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Discretionary Portfolio Quarterly Commentary

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