News & Insights
The mind and related human
reasoning is a peculiar thing, and,
as my father often states, “(good)
thinking is a matter of luck.”
It is this very opinion that keeps me apprehensive with respect to how we should think about allocating capital across a wide spectrum of available global choices, and also how to do it well. The catch is that, in the pursuit of (hopefully) “good thinking” about this very challenge, our minds will revert to what would commonly be an accepted norm, if not text-book standard: a sub-par economy can hardly be paired with record highs in markets, especially in the U.S.; or(!)—in surrendering to the flipside of this argument—why would one ever move money out of domestic markets, given the dismal economic and political state abroad?
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All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
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