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    Investment Commentary Archive

    • Home
    • What We Think
    • Investment Commentary Archive

    2015

    1st Quarter 2015: Man Boy
    2nd Quarter 2015: Nothing Runs Like A Deer
    3rd Quarter 2015: High School Musical
    4th Quarter 2015: Pot Bellied Pig

    2014

    1st Quarter 2014: Rigged Markets & The Tooth Fairy
    2nd Quarter 2014: Black Snakes Rebalancing
    3rd Quarter 2014: Limited Visibility
    4th Quarter 2014: Cowboys on Wall Street

    2013

    1st Quarter 2013: Taylor Swift & Market Highs
    2nd Quarter 2013: Boat Trailers & Bull Markets
    3rd Quarter 2013: Muscadines & Ben Bernanke
    4th Quarter 2013: Mountaineering Your Money

    2012

    1st Quarter 2012: Billy Goat Blues
    2nd Quarter 2012: Lessons from Lance Armstrong
    3rd Quarter 2012: Ross Perot Revisited
    4th Quarter 2012: Sweet Tea Addiction

    2011

    1st Quarter 2011: Cherry Blossoms
    2nd Quarter 2011: Riptides & Risk Tolerance
    3rd Quarter 2011: Getting Down The River
    4th Quarter 2011: After Santa
    2011 – January – Debt Ceiling
    2011 – August – Credit Downgrade

    2010

    1st Quarter 2010: Fishing Boats
    2nd Quarter 2010: Staying Ahead of the Weeds
    3rd Quarter 2010: Pawn Shops
    4th Quarter 2010: Fatwood Optimism
    2010 – May – Market Volatility

    2009

    1st Quarter 2009
    2nd Quarter 2009
    3rd Quarter 2009
    4th Quarter 2009: Polar Bears
    2009 – February – Market Commentary
    2009 – June – Market Commentary

    2008

    1st Quarter 2008
    2nd Quarter 2008
    3rd Quarter 2008
    4th Quarter 2008
    2008 – September – Special Commentary
    2008 – October – Special Commentary
    2008 – December – Madoff

    2007

    1st Quarter 2007
    2nd Quarter 2007
    3rd Quarter 2007
    4th Quarter 2007

    2006

    1st Quarter 2006
    2nd Quarter 2006
    3rd Quarter 2006
    4th Quarter 2006

    2005

    1st Quarter 2005
    2nd Quarter 2005
    3rd Quarter 2005
    4th Quarter 2005

    2004

    1st Quarter 2004
    2nd Quarter 2004
    3rd Quarter 2004
    4th Quarter 2004

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