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Canso October 2020 Market Observer

We write this newsletter with President Trump of the United States back in the White House after being hospitalized for COVID-19. He was reportedly transported by helicopter “while he could still walk” to avoid the…
Commentary

Canso July 2020 Market Observer

Our last two Market Observers have been polar opposites in their counsel. The January edition was entitled “Full of Bull” and blared caution on the speculative financial markets: Read the full newsletter at the link…
Commentary

Canso June 2020 Corporate Bond Newsletter

There is no way to sugarcoat it. The change came overnight. We went from ebullience on the economy and the financial markets to utter despair. Hundreds of thousands have died globally. Millions are sick and…
Commentary

Canso April 2020 Market Observer

March 31st saw the end of the first quarter of 2020 and it couldn’t come too soon for most investors. It is now hard to believe that the U.S. equity markets reached new highs in February…
Commentary

Canso March 2020 Corporate Bond Newsletter

On March 3rd, authorities at the Federal Reserve unanimously voted to step in front of the runaway Coronavirus train. Concerned COVID-19 posed “evolving risks” to an otherwise “strong” U.S. economy, the Fed slashed overnight rates…
Commentary

Canso January 2020 Market Observer

The year 2019 was a study in the hopes and dreams of the very human investment markets. Read the full newsletter at the link below. Canso October 2020 Market Observer…
Commentary

Canso December 2019 Corporate Bond Newsletter

These are trying times for rational human beings. Although we can’t imagine the irrational ones are having much fun either. The U.S. remains focused on impeachment (the pessimists) and elections (the optimists), the U.K. on…
Commentary

Canso November 2019 Market Observer

In this edition of the Canso Market Observer, we present the reality show and soap opera called “Withering Heights”  the story of recent interest rates in the United States. The co-stars of our drama are…
Commentary

Canso August 2019 Market Observer

If you’re wondering about what is going on in the financial markets, you are not alone. There are so many cross currents in the financial markets at present that many highly educated and very smart…

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