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Posts Tagged "Market Correction"

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Market Update

Brief Summary The last five years have been good for US stock large cap indexes but hardly anything else. The period from 2011-2014 was an outlier, where US stock large cap indexes rose well ahead of their fundamentals.  This period has come to an end.  Few investors know that, in…

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On Recent Market Turmoil

During the first days of this correction we sent a lot of clients an email explaining that corrections occur on average every 18 months.  Since then, Matt McLennan, the manager of the First Eagle Global fund, published an excellent piece giving his assessment of the current environment.  Matt believes this…

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