It’s Tough Out There… But It’s Not a Bear Market in Value Stocks

Tag: financials

Past Peak Hawkishness

The worst may be over, but we are heading into a dry desert of higher capital costs.

Bear Market Ruminations

Thoughts on a bear market, recession, and other financial developments.

Shallow Market Hypothesis

The (not so) Brave New World of Thinner Markets, Erratic Price Discovery, and Decreased Liquidity.

Cambiar Investors - Denver Equity Asset Manager
Cambiar Investors - Denver Equity Asset Manager
Market Insights - 1Q19

Cambiar President Brian Barish discusses 1Q19 performance and details the Shallow Market Hypothesis.