How do we position portfolios in a new interest rate cycle?
Natural Resources – 2018
We feel the many years of Natural Resource’s underperformance may end in 2018.
Foreign Equities- 2018
Why do we continue to favor certain foreign markets over the U.S.?
OPCM Investment Outlook: U.S. Equities – 2018
Find out why 2018 may be a more challenging year for continued appreciation.
Macro Overview – 2018
Please watch the video above (Macro Overview) to hear our condensed thoughts on each asset class in 2018.
Our 2018 Global Equities Outlook
Both domestically and throughout the globe, most equity markets generated 20%+ returns in 2017. Last year was a record for equities in many ways. Domestically, U.S. markets saw record low […]
Tax Reform And Us
As if December wasn’t already one of the busiest times of the year. In between planning menus, shopping for presents, getting groceries, lighting candles, coordinating travel arrangements, and taking care […]
Beyond Bitcoin – A Look at the Cryptoasset Craze
The roller coaster for cryptoassets (digital assets that use cryptography for security) hit a euphoric point in late 2017. Since we published “Time to Bet on Bitcoin?” in October, bitcoin, […]
Credit Markets: Is Inflation Finally Coming?
The fourth quarter brought greater clarity to the future of interest rates as the Federal Reserve began to shrink its huge $4.5 trillion balance sheet and followed through with a […]
Home Prices
My first job was as a real estate appraiser for Crocker Bank. I visited hundreds of homes and commercial properties over the course of two years and learned some things […]