Napatree Viewpoints

For a deeper understanding of how we view markets, investing, and risk.

Two Years without Progress - Third Quarter 2023

Market Comment - October 2023

Divergent Paths - Second Quarter 2023

Time for Recess(ion) - First Quarter 2023

Year End Commentary 2022 - A Double Negative

Market Agita - October 2022

Taming the Bear - June 2022

3rd Quarter Recap

Halftime Report

Heightened Volatility - Stay the Course May 2021

The Nervous Bull - Q1 Commentary

A Year of Extremes

The Gamestop Frenzy - Q1 January 2021

Election Results - Market Reaction

Third Quarter Commentary

The Six Month Headache - Q2 July 2020

With Gratitude - Q2 April 2020

Coronavirus Reaction – Q1 March 2020

Thirteen Digits - Q1 January 2020

Time to Play Defense – Q1 January 2020

Making Sense - Q4 November 2019

Frustrating Markets - Q4 October 2019

The Not-So-Quiet Summer - Q3 August 2019

Bulls and the Fed's Red Cape - Q1 April 2019

A December of Extremes - Q4 December 2018

Setting up for a (the) fall – Q4 October 2018

Managing the Emotions of Investing – Q2 July 2018

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