Investment Update Regarding Coronavirus

Investment Update Regarding Coronavirus

BSW has been following the spread of the Coronavirus (COVID-19) very closely. At this point, it seems to still be spreading rapidly through much of Asia and is creating slowdowns and bottlenecks in a supply chain that was likely just starting to revive from the...

Q3 2019 Portfolio Commentary and Outlook – Sum-mer-time

Welcome to summer. As Ella Fitzgerald, the First Lady of Song, use to croon, “Summertime, and the living is easy. Fish are jumping and the cotton is high. Oh, your daddy’s rich and your ma is good-looking.” The living around our home office in Boulder has indeed been...
Q3 Portfolio Commentary & Outlook – Número Trés

Q3 Portfolio Commentary & Outlook – Número Trés

It’s only appropriate that in our third quarter commentary, we focus on the number three. Since our last update, ‘3’ is appearing more frequently and is shifting things in our world: Nightly low temperatures around Boulder have sunk into the 30’s, gas prices hover...

Fear or cheer the Brexit?

Markets around the world tumbled this morning on news that voters in the United Kingdom (UK) chose to exit the European Union (EU), the so-called “Brexit” referendum.  In the aftermath of the vote, pundits and prognosticators are, as usual, calling for economic...

Elephants, Donkeys, Bulls and Bears

“I am moving to (name your favorite non-U.S. country) if that person gets elected” –a common response heard in many conversations we have been having this year. I can’t remember the last time a presidential election cycle drummed up so much negativity – both on the...

Making Sense of It All…and Staying Disciplined!

  After five years of relative calm, global stock markets have become volatile again.  Global stocks are now in a “market correction”- defined as a 10% or greater drop from a recent high.  No matter the technical term, it feels lousy.  It does.  That’s all part...