Capital Notes July/August 2016

Clayton "Cam" Albright III |
Investment Management

The rally we love to hate. Market rallies can be the stuff that try investors’ souls. On the surface, rallies are good news, but look deeper and you’ll find investors filled with uncertainty over how long the rally will last or whether the bottom might fall out altogether. The uncertainty then leaves investors forced to

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Capital Notes June 2016

Clayton "Cam" Albright III |
Investment Management

Uncertainty and financial markets are inexorably connected. Every market situation has those elements of risk that cannot be measured with precision—a fact that is equally disconcerting and exhilarating at once. We have been lamenting the uncertainties around economic growth and earnings too weak to lift markets, while also regarding with interest the embryonic evidence of

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