Market Update September 24, 2021

Update on market outlook: heightened US market volatility expected and perspectives on Emerging Markets

Quarter 2 2021 Review

Global Economic and Capital Markets Review with Special Topic: Crypto Currencies

Quarter 1 2021 Review

Global Economic and Capital Markets Review with Special Topic: Special Purpose Acquisition Corps (SPACs)

BCA From ADV Part 2

BCA Form ADV Part 1

Quarter 4 2020 Review

Global Economic and Capital Markets Review with Special Topic: China Healthcare

Market Update January 18, 2021

Update on market outlook: after COVID resurgence, vaccine news and US election results

Quarter 3 2020 Review

Global Economic and Capital Markets Review with Special Topic: Private Equity

Quarter 2 2020 Review

Global Economic and Capital Markets Review with Special Topic: US Elections

Market Update July 30, 2020

Update from May memo: Reflections on the sharp rally, distinctions between S&P500 and the general economy and fully-valued technology and other quality stocks