Market Reports
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2010 Q2 Asset Class Databank
(192K)Quarterly Asset Class Performance -

2010 May 6 Investment Comment
(231K)Some Perspective on a Tumultuous Day -

2010 Q1 Asset Class Databank
(52K)Quarterly Asset Class Performance -

2009 Year-End Asset Class Databank
(89K)Quarterly Asset Class Performance -

2009 Q3 Asset Class Databank
(81K)Quarterly Asset Class Performance -

2009 Q2 Asset Class Databank
(81K)Quarterly Asset Class Performance -

2009 Q1 Asset Class Databank
(77K)Quarterly Asset Class Performance -

2009 March 20 Investment Comment
(207K)Market "Snapshot", Perspective, and Political Risk -

2009 February 20 Investment Comment
(187K)DJIA Back to November 20th Low - What's Different? -

2008 Year-End Asset Class Databank
(78K)Quarterly Asset Class Performance -

2008 Q4 November 23 Investment Comment
(128K)Weekend Update - Citigroup, TARP, and the FDIC -

2008 Q4 November 17 Investment Comment
(155K)Perspective, Policy Responses, and Investment Implications -

2008 Q3 September 14 Investment Comment
(127K)Lessons from Freddie Mac and Fannie Mae -

2008 Q3 September 07 Investment Comment
(134K)U.S. "Takeover" of Fannie Mae and Freddie Mac -

2008 Q3 Asset Class Databank
(79K)Quarterly Asset Class Performance -

2008 Q2 Asset Class Databank
(79K)Quarterly Asset Class Performance -

2008 Q1 Asset Class Report
(110K)Quarterly Asset Class Report -

2008 Q1 Asset Class Databank
(79K)Quarterly Asset Class Performance -

2008 Q1 April 7 Investment Comment
(116K)Update on our Passive, Asset Class Balanced Strategy -

2007 Q4 Asset Class Databank
(88K)Quarterly Asset Class Performance -

2007 Q3 September 30 Asset Class Databank
(79K)Quarterly Asset Class Data -

2007 Q3 August 21 Market Comment
(102K)A Crisis of Confidence in Money Markets -

2007 Q3 August 06 Market Comment
(131K)Repricing Risk Due to Sub-Prime Mortgages and Leveraged Loans -

2007 Q2 Asset Class Report.pdf
(280K)Quarterly Asset Class Report -

2007 Q2 April 25 Market Comment
(122K)Some perspective on "Dow over 13,000" -

2006 Q4 Asset Class Report
(220K)Quarterly Asset Class Report -

2006 Q3 Asset Class Report
(243K)Quarterly Asset Class Report -

2006 Q2 June 14 Market Comment
(122K)23-day drop in Stocks and Commodities -

2006 Q2 Asset Class report
(243K)Quarterly Asset Class Report -

2006 Q1 February 10 Market Comment
(240K)"CNBC is selling advertising, not dispensing investment advice" -

2006 Q1 Asset Class Report
(108K)Quarterly Asset Class Report -

2005 Q4 Asset Class Report
(123K)Quarterly Asset Class Report