Investment Commentary


Investment Commentary Second Quarter, 2020

The longest running expansion cycle in history, that began in 2009, abruptly came to an end in February 2020 as the COVID-19 shock forced the U.S. economy to shrink at a 5.0% annualized rate in the first quarter of 2020. In the second quarter, a strong jolt from the full impact of the shock caused [...]

Investment Commentary First Quarter, 2020

SRPMG Newsletter 1Q2020

Investment Commentary Fourth Quarter, 2019

Newsletter 4Q2019