Research And Commentary2018-07-02T19:03:22-05:00

OUR RESEARCH

We are always studying the market to plot the best course forward. Take a look at our Synthesis and Depiction publications to learn more about what our team has discovered.

Synthesis – May 6th, 2018

IT'S ALL ABOUT (FUTURE) EARNINGS May 3rd, 2018 Earnings in the first quarter were impressive. Maybe great by some standards. Growth in net profits will have exceeded [...]

Depiction – April 19th, 2018

DEPICTION A summary of graphical and quantitative information that is part of the research at Portside Investment Advisors April 19th, 2018 Market Overview The equity market so far [...]

Synthesis – April 6th, 2018

PATIENCE AND PRUDENCE April 6th, 2018 Markets in 2017 were extremely calm, but that is clearly not the case in 2018. The volatility in the first quarter [...]

Synthesis – March 5th, 2018

YELLOW FLAGS EMERGE March 5th, 2018 The last few years have yielded very few signs of concern from the major drivers of market returns - corporate earnings, [...]

Synthesis – February 6th, 2018

A PREDICTABLE SURPRISE February 6th, 2018 By many measures, global stock markets over the last year had experienced the lowest volatility ever recorded. Given history and human [...]

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