Entries by Steven Belchetz

Should I stay or should I go? Stock recovery in Q2

On March 23, no one would have anticipated that we’d have a recovery of the magnitude we’ve seen since then. Of course, we’re inundated with differing opinions about where things will go from here – both positive and negative. I’m no economist and don’t have a crystal ball telling me where the markets will go, […]

Is it different this time?

Given the extreme volatility of financial markets in the past two weeks, I’d like to share my thoughts what is going on. I’ve been doing a great deal of reading and reflecting, and some of the managers we work with have made some very interesting observations which I’m sharing with you in this commentary. While […]

What’s going on in the financial markets?

Much has been written in the press about the severity of the current market environment. We’d like to provide our perspective on the situation. We have experienced almost 10 years of bull markets, during which time we have actually seen much more significant corrections than the current one. In the summer of 2011, we saw […]