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.


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