Our Latest Market Insights.

July 2016

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Markets Continue to Deliver After a mid-year review and a reflection on the durability and strength of this current bull market, we note the relentless...
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June 2016

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A New S&P Sector is Born After the market closes on August 31st, Real Estate Investment Trusts (REITs), which are required to pay out 95%...
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May 2016

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From ZIRP to NIRP Over the last seven years, global central bank policy makers have moved from Zero Interest Rate Policy (ZIRP)—and now in a...
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April 2016

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Disruptive Innovation Disruptive innovation is a phrase coined by Clayton Christensen in 1995. It is defined as something that “creates a new market and value...
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February 2016

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Investment Themes for 2016: A Year of Transition Delap leverages “Thematic Investing.” Successful investors must understand how “big picture” issues such as government policy, geopolitics,...
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January 2016

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Tectonic Plates — Stop! Cover! Hold On! There are “tectonic plates” that must be considered periodically by investors. These include commodity prices, U.S. government tax...
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December 2015

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2015 in Review It is our custom to review the accuracy of our Investment Themes at the end of each year. First, some observations. We...
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November 2015

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“Diworsification” The term “diworsification” was coined by Peter Lynch in his book, One Up Wall Street. According to Investopedia, it is the process of investing...
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