2015 MID-YEAR COMMENTARY: Dialing Back Risk. Click here for .pdf file.

APRIL 2015 COMMENTARY: The Winner Effect. Click here for. pdf file.

OCTOBER 2015 COMMENTARY: The Seventh Inning Stretch. Click here for.pdf file.

APRIL 2016 COMMENTARY: Thinking Fast and Slow. Click here for .pdf file.

First Thoughts on Markets & the Election. Click here for .pdf file.

Miltonian Capital 2017 Mid-Year Commentary: "Thin Air". Click here for .pdf file.