Investment Strategy Quarterly – October 2019

Featured in this issue:

Brexit, Tariffs, and Protests, Oh My!

Trade Like a Dragon, Tweet Like an Eagle

More Stimulus: Fools Gold?

Regarding Recessions

A Time (Finally) for Value?

For the latest thoughts and insights from our platform/research partner, Raymond James, please click below:

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Why gold fell back this year even as the headlines turned darker, and what that tells us about what really moves the price. A BCM Investment...

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We publish a full Investment Outlook each quarter for our clients. This one was due at the end of March. We held it back. The Gulf conflict was...

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There is a question that has quietly moved from the fringes of academic finance into mainstream portfolio discussion: what happens to markets when...

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