RESOURCE ARCHIVE

Each commentary is our opinion only and is based upon information which we consider reliable, but we do not represent that it is accurate or complete and should not be relied upon as such. If you would like to be included in our electronic distribution list, please sign up for our email list here.

2022

"Looming Risks in Low-Quality Credit"
By Jeff D. Detwiler, CFA
February 23, 2022

2020

"Only Thing We Have to Fear is Fear Itself"
By Gilbert A. Garcia, CFA & Jeff D. Detwiler, CFA
December 21, 2020

"Man in the Mirror"
By Gilbert A. Garcia, CFA
June 7, 2020

"Don't Panic"
By Gilbert A. Garcia, CFA & Don Elsenbrock
March 9, 2020

"It Don't Come Easy - A Look Back at 2019"
By Gilbert A. Garcia, CFA
January 6, 2020

2018

"Here We Go"
By Gilbert A. Garcia, CFA
December 1, 2018

2017

"Sun-Shiny Day"
By Gilbert A. Garcia, CFA
October 10, 2017

"Do the Right Thing"
By Gilbert A. Garcia, CFA
May 24, 2017

"A Life of Illusion"
By Gilbert A. Garcia, CFA
January 11, 2017

"What a Wonderful World"
By Gilbert A. Garcia, CFA
January 6, 2017

2016

"It's a Beautiful Day"
By Gilbert A. Garcia, CFA
May 23, 2016

2015

"You Ain't Seen Nothing Yet"
By Ruby Muñoz Dang
May 15, 2015

2014

"Client Service - Taking Care of Business"
By Gilbert A. Garcia, CFA
November 1, 2014

"The Grand Illusion"
By Gilbert A. Garcia, CFA
August 1, 2014

2013

"Cliff Diving"
By Gilbert A. Garcia, CFA
January 1, 2013

2012

"As Time Goes By"
By Gilbert A. Garcia, CFA
September 24, 2012

"It's the Economy!"
By Gilbert A. Garcia, CFA
January 13, 2012

2011

"Under Pressure"
By Gilbert A. Garcia, CFA
October 1, 2011

"Weren't We Just Here"
By Daniel J. Kallus, CFA
June 27, 2011

"It Doesn't Pay"
By Jeffrey D. Detwiler
May 18, 2011

"Going Our Own Way"
By Gilbert A. Garcia, CFA
April 15, 2011

"Looking Back At 2010"
By Gilbert A. Garcia, CFA
January 19, 2011

2010

"The Other E's"
By Daniel Kallus, CFA
September 30, 2010

"Hot Hot Hot"
By Gilbert A. Garcia, CFA
August 31, 2010

"The Best Days of My Life"
By Gilbert A. Garcia, CFA
February 11, 2010

2009

"Now Earn It!"
By Daniel J. Kallus, CFA/CIC
November 1, 2009

"It's the End of the World as We Know It"
By Gilbert A. Garcia, CFA
October 19, 2009

"The Great Inflation Debate"
By John A. Lohman, CFA
July 14, 2009

"Middle Class"
By Curt Rohrman
May 26, 2009

"The Sun Will Shine Again"
By Daniel J. Kallus, CFA/CIC
April 6, 2009

"Deleveraging the Consumer"
By John A. Lohman, CFA
February 24, 2009

"Tuning in to the Sounds of 2009"
By Gilbert A. Garcia, CFA
January 9, 2009

2008

"100 Years Ago"
By John A. Lohman, CFA
October 1, 2008

"It's a Small World After All"
By Catherine S. Woodruff, CFA
September 1, 2008

"A Midyear Update"
By Catherine S. Woodruff, CFA
July 1, 2008

"Mr. Market's Wild Ride"
By Daniel J. Kallus, CFA/CIC
May 5, 2008

"The Waiting"
By Gilbert A. Garcia, CFA
April 1, 2008

"Risky Business"
By Catherine S. Woodruff, CFA
February 4, 2008

"So Much for Goldilocks"
By Gilbert A. Garcia, CFA
January 25, 2008

2007

"The Have's and the Have Not's"
By Catherine S. Woodruff, CFA
November 1, 2007

"Chain, Chain, Chain..."
By Catherine S. Woodruff, CFA
September 7, 2007

"Bigger is Better... Are We There Yet?"
By Catherine S. Woodruff, CFA
June 29, 2007

"It's the Trees, Not the Forest!"
By Catherine S. Woodruff, CFA
April 20, 2007

"It's All Relative!"
By Catherine S. Woodruff, CFA
February 6, 2007

2006

"Help Is On The Way!"
By Gilbert A. Garcia, CFA
October 27, 2006

"The Current Consensus"
By Robert C. Davis, CFA
August 25, 2006

"When is 'Bad News, Good News'?"
By Robert C. Davis, CFA
June 14, 2006

"Things Are A Little Different This Time!"
By Robert C. Davis, CFA
March 14, 2006

"What's in a Curve?"
By Gilbert A. Garcia, CFA
January 4, 2006

2005

"Rally Time?"
By Robert C. Davis, CFA
October 27, 2005

"The Sky Is Not Falling"
By Robert C. Davis, CFA
Setpember 01, 2005

"Required Reading"
By Robert C. Davis, CFA
July 21, 2005

"Slowing Profit Growth"
By Robert C. Davis, CFA
May 01, 2005

"Growth vs. Value Revisited"
By Robert C. Davis, CFA
March 01, 2005

2004

"Where We Are"
By Robert C. Davis, CFA
December 29, 2004

"It's Made of People"
By Gilbert A. Garcia, CFA
November 15, 2004

"A Picture is Worst A Thousand Words"
By Robert C. Davis, CFA
September 23, 2004

"So When Will We Make Money in Stocks?"
By Robert C. Davis, CFA
August 12, 2004

"Refi's vs. Job Growth"
By Robert C. Davis, CFA
June 25, 2004

"Just Do It!"
By Robert C. Davis, CFA
May 11, 2004

"The Recovery is Not Over"
By Robert C. Davis, CFA
April 12, 2004

"Here's a Tip for You"
By Gilbert A. Garcia, CFA
March 01, 2004

2003

"Fearless Forecast"
By Robert C. Davis, CFA
December 10, 2003

"It's the Earnings"
By Robert C. Davis, CFA
October 14, 2003

"Singing 'Help' Part Deux"
By Gilbert A. Garcia, CFA
September 23, 2003

"MBS Players Sing 'Help'!"
By Gilbert A. Garcia, CFA
July 19, 2003

"Real Growth Stocks Can Outperform"
By Robert C. Davis, CFA
June 18, 2003

"Growth Stock Investing Myth and Reality"
By Robert C. Davis, CFA
April 09, 2003

"An Inflection Point"
By Robert C. Davis, CFA
March 19, 2003

"Tale of Two Bond Markets"
By Gilbert A. Garcia, CFA
February 10, 2003

2002

"Observations on a Lousy Year"
By Robert C. Davis, CFA
December 31, 2002

"Bull in the Box?"
By Robert C. Davis, CFA
November 20, 2002

"Death by a Thousand Cuts!"
By Robert C. Davis, CFA
October 22, 2002