Will Equities Provide Superior Returns in the Future?

Posted by Mark Pettinga

Reports on the death of the public stock investor may only be slightly exaggerated. But these reports have certainly gotten loud, shrill and rife lately.

The Financial Times last week, in a much-discussed page one tease for a long article about investors’ disdain of stocks, … Read More »


The Market Retreats a Bit.

Posted by Mark Pettinga

HERE WE ARE AGAIN, with investors trying to decide whether to dig a moat or run at full speed up the beach. After last week’s oppressive but unhurried slide, the Standard & Poor’s 500 index is down more than 8% from its April peak. While … Read More »


Technical Analysts Say The Market Is Sending a Warning Signal.

Posted by Mark Pettinga

Richard Russell, the dean of the chartists who still is at it penning the Dow Theory Letters after more than half a century, declares the bear is back.

“I’ve been saying that a primary bear market started in 2007 and that this bear market was … Read More »


A Bond Manager’s Perspective Regarding Fixed Income Investing Today.

Posted by Mark Pettinga

From studying Applied Mathematics and Economics at Brown University to earning my MBA in Finance at the University of Chicago to managing fixed income assets for over half of my life, numbers have always been important to me. Now, during fifteen quiet hours flying from … Read More »