January 29th, 2016
This critique of the Fourth Quarter will be brief as by now you hopefully have read our annual thought piece: “Welcome Back Volatility.” It describes how volatility became more pronounced in both the third and fourth quarters of 2015. The contributors to that volatility were investor uncertainty as to when the Federal Reserve would finally […]
Read more > January 19th, 2016
“Anything is possible, and the unexpected is inevitable. Proceed accordingly.” Jason Zweig (noted investment authority) 2015 proved to be a challenging year for many traditional and hedge fund investors. Most indices were down or only slightly positive (Dow 0.2%; S&P 500 1.4%; Russell 1000 Value -3.8%; Barclays Aggregate Bond Index 0.6%; MSCI EAFE -0.8%; High […]
Read more > October 29th, 2015
“In investing, what is comfortable is rarely profitable.” -Robert Arnott (investor, editor, and writer) The quarter ended September 30, 2015 evidenced significantly greater volatility and the first “correction” (a decline of 10% or greater) since 2011. Both the volatility and correction were overdue as we suggested in both our last quarterly letter and our web […]
Read more > August 6th, 2015
Robert D. Rosenthal and Philip W. Malakoff discuss First Long Island’s perspective on some current macro-economic factors, questions facing many investors and how FLI is positioning clients for the rest of 2015 and beyond in an hour-long web seminar.
Read more > July 30th, 2015
“An argument is made that there are just too many question marks about the near future; wouldn’t it be better to wait until things clear up a bit? You know the prose: ‘Maintain buying reserves until current uncertainties are resolved,’ etc. Before reaching for that crutch, face up to two unpleasant facts: The future is […]
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