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Capital Notes April 2016

Clayton "Cam" Albright III |
Investment Management

1Q earnings. This time it’s different. So here we are smack dab in the middle of earnings season for the recently completed first quarter. The conversation about earnings at present is going to be different from the usual topics, e.g., which companies are beating their estimates, which sectors are outperforming or underperforming, etc. Instead, we

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Capital Notes May 2016

Clayton "Cam" Albright III |
Investment Management

The dog days of May. Looking at capital markets halfway through May, we find things are more or less where they were when the month began. Total returns in the domestic stock markets are close to no change as are those in bond markets. A tinge of risk-off preference is on display in the results

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