Game Changer or Just Noise?

Market volatility is back in vogue. We were just beginning to find comfort in the calm when instability returned. It is often difficult to discern the differences between “noise” and true fundamental shifts that would warrant large price moves in the major stock indexes in a single day. A war in the Korea’s – that … Continued

NY Times article on Europe

The May 23, 2010 New York Times most emailed article was Europeans Fear Crisis Threatens Liberal Benefits http://www.nytimes.com/2010/05/23/world/europe/23europe.html It was an eye-opening piece, clearly reflecting the shifting sands in the social safety net that defines most of Europe. There are implications for the United States and other similar economic systems, the repercussions of which portend … Continued

Welcome!

Given the fast-paced and unrelenting supply of global investment issues, we at Sigma have started this blog as a service to our friends and clients to give some insight as to how we interpret such matters. To get started, use one of the options on the right-hand side of this page. You can type in … Continued