Below is a list of the most read articles on our firm's blog in 2016. Our generally bullish view on the equity market for 2016 proved rewarding for our clients. We stuck to our bullish call in January when the market was down 8% as noted in the second article link below. When the market began to sell off again into late May, we highlighted our view that equity market headwinds were positioned to subside as noted in the first article link below. Our year-end Investor Letter will be released on Tuesday and will contain additional thoughts on 2016, but more importantly, our outlook for 2017.
To our clients and readers, we wish all of you a Healthy and Prosperous New Year.
Equity Market Headwinds Positioned To Subside - May 20, 2016
Maximum Fear May Be Near - January 15, 2016
Oil And Equity Price Trend Conundrum - August 2, 2016
Is The Value Style Outperformance Sustainable? - March 12, 2016
History Suggests Record Equity Market Highs Do Not Mean Investors Should Sell Stocks - August 11, 2016
Tobin's Q Below 1.0 In Q3 2015 - January 2, 2016
Jobs Were The Missing Link? - August 5, 2016
Value Stock Outperformance May Indicate Stronger Economy Ahead - July 17, 2016
Another Month Of Equity Outflows - September 2, 2016
Bullish Investor Sentiment Lower Than Level Reached In 2009 - May 26, 2016
The FANG Basket Of Stocks Gets Derailed - February 28, 2016