Investment Commentary

March 20, 2020

Special Market Commentary: COVID-19 and the Market

Dear Clients and Friends, I hope this letter finds you well during this difficult time. […]
March 19, 2020

A Recession is Here (Probably)

This article is a revision to our previous article A Recession is Coming (Eventually). Last […]
March 12, 2020

Special Market Commentary: Market Volatility and COVID-19

Dear Clients and Friends, The Dow fell 9.99% today, the worst one-day percentage decline since […]
February 28, 2020

Special Market Commentary: coronavirus COVID-19

On Wednesday of last week (Feb. 19, 2020) the S&P 500 reached an all-time high […]
February 7, 2020

Is Now a Good Time to Invest for the Long Term?

Over the Thanksgiving holiday, I had lunch with a good friend I had not seen […]
December 31, 2019

4th Quarter 2019: Black Lab Puppy

Black Lab Puppy My father, Frank Bragg (aka Papa), conspired with my son Charlie (12) […]
December 31, 2019

4th Quarter 2019: Market and Economy

Market & Economy Markets ended 2019 on a high note, with the S&P 500 rising […]
September 30, 2019

3rd Quarter 2019: Drought

Drought “Muscles aching to work, minds aching to create—this is man.” -John Steinbeck, The Grapes […]
September 30, 2019

3rd Quarter 2019: Market and Economy

Market & Economy After surging to new all-time highs in July, the S&P 500 fell […]