2016

Our take on the investing, financial, & economic themes of the day

2016 Year-End Market Review

9 January, 2017 by Matthew O'Brien, Ph.D. in Commentary
Below is a review of market sectors in the fourth quarter of 2016 jointly written by our investment team. Energy Energy stocks were the best performers for the year, posting gains of 25%.  In the fourth quarter, the energy sector was up 8%.  Over 100 oil and gas produces have declared ... read more...

An Investment Theme for 2016: Spinoffs

8 January, 2016 by Ben O'Brien in Commentary
2015 was a huge year for Mergers and Acquisitions with over $4 trillion in announced deals. Pfizer announced it was buying Allergan for $183 billion, Annheuser Bush In Bev bought SAB Miller for $120 billion, and Dow Chemical announced it would buy Dupont for $65 billion, just to name a few of ... read more...