Virtual Event Recording
Last week I presented an online virtual event on how DWM selects assets for inclusion into portfolios. We recorded that presentation
DWM Thoughts on 2021 (video update)
In this video update, I am sharing a few thoughts about 2021 relative to the economy and markets. I trust you will find
On Tuesday of this week, I presented my thoughts on the market and answered a number of questions during our live virtual update. I thought you might find it
Election Uncertainty
There is a lot to be said about the election and how it will impact investment strategy. It’s a complicated topic, so this week I am
We believe markets will be volatile on a permanent basis. Sad but true. The factors impacting volatility will vary over time but at present we have identified
DWM Strategy in Uncertain Times
It’s true we are currently living in unprecedented times; who would’ve ever thought this type of pandemic would cripple the
In this week’s video update, I discuss volatility and how it is impacting portfolio strategy. The subtopics covered include:
- Why are the markets so volatile
Markets Up?
I know it's been puzzling to many of you as you have watched the equity markets rise despite the COVID-19 impact on the economy as well as social
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While some might think that investing is purely a rational exercise, that certainly does not seem to be the case for many investors. Emotion and sentiment drive
This week’s update is simply an index of the communications over the course of the last few months as we have all dealt with this pandemic.
As you know, I
Insight on DWM’s Investment Process
I had an interesting conversation with a sophisticated investor this morning asking us about our investment process. His
