• Notes from the North: January 2017

    Posted:

    Best wishes on Inauguration Day. We have brought some forecasts for 2017 into our newsletter this month, but keep in mind that no matter how logical the forecast seems and how confident the forecaster appears, it’s always helpful to remember just how much is out there that simply can’t be predicted.

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  • Notes from the North: December 2016

    Posted:

    Sometimes, everything seems to change at once.

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  • Notes from the North: November 2016

    Posted:

    Much has changed, nothing has changed. Top of mind topics continue to be: Valuations, earnings, and elections.

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  • Notes from the North: October 2016

    Posted:

    Top of mind topics: Valuations, earnings, and elections. Some thoughts on these subjects are attached.

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  • Notes from the North: September 2016

    Posted:

    Two factors underpinning the market have been stock buybacks and dividend growth – both of which have begun to ebb. Yet there are no good alternatives to stocks, giving rise to the latest acronym, “TINA” (There Is No Alternative).

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  • Notes from the North: August 2016

    Posted:

    Earnings going down, market going up…. But not all the earnings are declining and not all the stocks are going up, so there’s always something to think about…

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  • Notes from the North: July 2016

    Posted:

    “Brexit” came and went… What might be next? We have some ideas, but we expect to continue to be surprised!

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  • Notes from the North: June 2016

    Posted:

    The UK’s willingness to remain a part of the EU could be an important signal, as there are other EU countries dissatisfied with the arrangement for one reason or another.

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  • Notes from the North: May 2016

    Posted:

    This month we summarize a conversation we had recently with one of their senior editors. It helped us put the world in perspective, and we hope it will do the same for you.

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  • Notes from the North: April 2016

    Posted:

    Earnings season is upon us once again. We are hunting for good value, as usual.

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