GEOPOLITICS IS RUSSIA-UKRAINE ANY DIFFERENT?

BRIDGING THE GAP GEOPOLITICS IS RUSSIA-UKRAINE ANY DIFFERENT? GEOPOLITICS IS RUSSIA-UKRAINE ANY DIFFERENT? February 14, 2022 Geopolitical events often follow a standard blueprint. The event consumes the headlines. Investors show some panic, causing a period of market...

Following Market Trends: without losing a good night’s sleep

BRIDGING THE GAP Following Market Trends: without losing a good night’s sleep Following Market Trends: without losing a good night’s sleep As a corporate publicity agent, Stephanie Rowland (fictitious person) earns a good salary and invests in equities. She believes...

Newsletter – 2nd Quarter 2020, From The Desk of Kristin Carleton

BRIDGING THE GAP Newsletter – 2nd Quarter 2020, From The Desk of Kristin Carleton JAMES RIVER ASSET MANAGEMENT, LLC. Newsletter 2nd Quarter August 2020 While Al is still recovering from his shoulder replacement, I am filling in on writing the quarterly...

Market Update May 15, 2020 From The Desk Of Kristin Carleton

BRIDGING THE GAP Market Update May 15, 2020 From The Desk Of Kristin Carleton China dominated the financial headlines this week, with threats of a renewed trade war coming from the US administration, and all eyes on the release of retail sales and Chinese factory...

Newsletter – 1st qtr 2020, From The Desk of Al Miller

BRIDGING THE GAP Newsletter – 1st qtr 2020, From The Desk of Al Miller JAMES RIVER ASSET MANAGEMENT, LLC. Newsletter – 1st qtr 2020 April, 2020 In the last quarterly letter, I suggested that with interest rates near zero and inflation nowhere in sight, the...

Market Commentary

BRIDGING THE GAP Market Commentary Yesterday the market suffered its worst drop since Black Monday in October 1987. Trading volume was high as signs of panic selling appeared. Assets that have been “safe haven investments” like utilities and gold were sold down as...