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Most Recent Capital Highlights

Global Market Report

July 2015 – Debt Crisis in Greece Took Center Stage

NOTE: Areas with blue text show the most recent market updates since the June Capital Highlights email. “(Portfolio) Management is, above all, a practice where art, science, and craft meet” ~ Henry Mintzberg Cleghorn Professor of Management Studies Desautels Faculty of Management of McGill University in Montreal, Quebec, Canada The very big picture: In the "decades" timeframe, the question of whether we are in a continuing Secular Bear Market that began in 2000 or in a new Secular Bull Market has been the subject of hot debate among economists and market watchers since 2013, when the Dow and S&P 500 exceeded their 2000 and 2007 highs.  The Bear proponents point out that the long-term PE ratio (called “CAPE”, for … [Read More...]