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​​​​​​​​​Monthly Commentary                                                          

By Jefferson V. DeAngelis, CFA, Chief Investment Officer​​

NEW July 2017 - Back in Synch.pdf

June 2017 - Boots in the Cloud.pdf

May 2017 - Honey vs. Vinegar.pdf

Apr 2017 - Trouble in Paradise.pdf

Mar 2017 - The Winner Is (Isn't) La La Land.pdf

Feb 2017 - The Old Normal.pdf

Jan 2017 - Escape Velocity.pdf

Dec 2016 - Chasing Your Tail.pdf

Nov 2016 - Don't Fear the Reaper.pdf

Oct 2016 - Market Dissonance.pdf

Sept 2016 - Fed UP Rebels without a clue.pdf

August 2016 - Money for Nothing.pdf

July 2016 - Home Free.pdf

June 2016 - Traveling Through Time.pdf

May 2016 - Guidance Lost.pdf

​Apr 2016 - Shanghied.pdf

Mar 2016 - Show Me the Money.pdf

Feb 2016 - Skipping Copper.pdf

Jan 2016 - As Far as the Eye Can See.pdf

Dec 2015 - In God We Trust.pdf

Nov 2015 - Hungary for Liquidity.pdf

Oct 2015 - Deflategate.pdf

Sept 2015 - The Donald.pdf

Aug 2015 - You Can't Always Get Want You Want.pdf

July 2015 - The China Syndrome.pdf

June 2015 - Braking on Takeoff.pdf

May 2015 - Et Tu, Draghi.pdf

Apr 2015 - Absolute Zero.pdf

Mar 2015 - The Boys in the Boat.pdf

Feb 2015 - The Last Kiss.pdf

Jan 2015 - The Song Remains the Same.pdf

Dec 2014 - The Crapper.pdf

Nov 2014 - Freebird.pdf

Oct 2014 - Remember the Alamo.pdf

Sept 2014 - Curiosity Killed the Cat.pdf

Aug 2014 - As the World Turns.pdf

July 2014 - The Shadow Knows.pdf

June 2014 - Taper the Taper.pdf

May 2014 - The Return of 24.pdf

Apr 2014 - Mass Destruction.pdf

Mar 2014 - Animal Spirit Awakens.pdf

Feb 2014 - The Year of the Horse.pdf​​​