Commentary

Past and Future

Every quarter I like to take a moment and summarize questions I am most often asked. Perhaps you may have wondered about one of these items as well.

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I thought it might be helpful to insert some rational information into our current environment given the craze around short selling, day trading, short term speculation, etc.

GameStop: What’s Going On?

Virtual Event Recording
 
Last week I presented an online virtual event on how DWM selects assets for inclusion into portfolios. We recorded that presentation for your review. Click here to watch this video on how the research team at DWM makes investment decisions.

Janet Yellen

You may have seen headlines highlighting that the 10-year Treasury now yields above 1%.

DWM Thoughts on 2021 (video update)

With a new administration poised to begin on January 20th, it's understandable that many wonder how trade will be affected with China in a new administration.

It’s Christmas week and I wanted to take a moment to wish everyone a blessed holiday.