Monthly Archives: June 2012

U.S. Housing – Bullish on our own backyard…

We have a confession; we’re bullish!  On U.S. Housing, that is…See our latest thoughts below.

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European Update

While we are sympathetic to “Europe fatigue” (see Bloomberg Business week cover in the below pdf), we wanted to send out a quick note to discuss our perspective on Europe and how it relates to our investment decisions.  We hope it provides … Continue reading

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