Tag Archives: market cycle

What’s your view on the part of the cycle we are in?

By | June 11, 2018

This was a question to me the past week from a Co-CEO of a major asset management firm. The embedded message was almost: since we are in the late stage of a cycle, what’s your approach to investing? Coincidentally, Warren Buffett used a baseball metaphor last week when asked the same question: the economy is… Read More »