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Canso October 2015 Market Observer

By delaying their heavily broadcasted intention to finally normalize their “emergency” U.S. interest rate policy, the bureaucrats of the U.S. Federal Reserve seem to have increased the angst in the financial markets. If their idea…
Commentary

Canso July 2015 Corporate Bond Newsletter

Back when network television was a big thing Monday Night Football was even bigger. When the game was out of reach Don Meredith crooned the Willie Nelson classic “Turn Out the Lights… the Party’s Over”.
Commentary

Canso July 2015 Market Observer

The second quarter of 2015 was one of booming bust, unfortunately for citizens of Greece and China’s retail investors. As the financial world waited to see if the U.S. Federal Reserve would get on with…
Commentary

Canso May 2015 Corporate Bond Newsletter

Despite the vociferous urging of our client service colleagues, and they are rather good at being vociferous, we ran quite late with this edition of the Canso Corporate Bond Letter. Our more observant readers have…
Commentary

Canso April 2015 Market Observer

Please excuse us for our lack of enthusiasm for the job at hand. We continue to watch and wait for the inevitable “normalization” of monetary policy in the United States. This is turning into something…
Commentary

Canso January 2015 Corporate Bond Newsletter

As our readers know, apart from generating great performance for our clients, nothing gives us more happiness than finding the perfect alignment of song lyrics and financial markets. Read the full newsletter at the link…
Commentary

Canso January 2015 Market Observer

We have a tremendous sense of déjà vu. Our intuition is screaming that we’ve been to this rodeo before. You’ll be tempted to laugh, but we really don’t have a lot more to say than…
Commentary

Canso November 2014 Corporate Bond Newsletter

So sang John Denver in the July 1981 cover version of this Dick Feller tune. The emotional highs and lows of a bond investor’s relationship with the financial markets were in evidence this quarter. July…
Commentary

Canso October 2014 Market Observer

“Our unconscious minds recognize changing circumstances well before we consciously react… we have been telling you for some time that our investment instincts are on high alert. Like a rustle in the forest that signals…

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