KICKING THE CAN To date, 2011 has been marked by a series of highs and lows – both literally and figuratively. We are reminded that in our dynamic and ever-evolving world, there is no shortage of problems to solve. Just when the world thought it was emerging from recession and […]

ON RISK AND VOLATILITY With the recent volatility in the global equity markets, the subject of “risk” has re-emerged as a leading conversation topic among the media talking heads. Mr. Market1 , a metaphoric figure used to represent the collective opinions of global investors, is a fickle fellow. His mood […]

THE MARKET LOW: TWO YEARS LATER April 13, 2009 – Dow 8,057: “Throughout January and February, when the outlook seemed the darkest, investors were able to ‘stay the course’, while fear seized those with less experience and resolve. The Dow hit an intraday low of 6,470 on March 6th and […]

CAGNY 2011 Last week, we attended the 2011 Consumer Analyst Group of New York (CAGNY) conference in Boca Raton, Florida. CAGNY is the first stop on our annual conference tour and, as expected, gave us a great briefing on the mindset of the consumer. We heard from 28 CEO’s and […]