2.5.13

The Year in Review: 2012

Politicians crave the spotlight, but it is unfortunate that investors watch the show. 2012, like 2011, was another year in which Washington theatrics scared investors. We think there are several important points to consider when reviewing 2012 performance, and when structuring portfolios for 2013. 

Download PDF

 

1.31.13

This Is What Bull Markets Are All About

Investors have the impression that bull markets are days of wine and roses. However, nothing could be farther from the truth.  Bull markets are periods of fear.  This becomes quite obvious when one examines the valuation and sentiment data associated with the 1982, 1990, 1995 and 2003 bull markets. 

Download PDF

1.24.13

Morningstar - Bernstein: A Lot to Like in U.S. Assets

People have underestimated the risks outside the U.S. and overestimated the risks in the U.S.

Watch Video

 

1.2.13

Beyond the Fiscal Cliff

Politicians love the spotlight, but it is very unfortunate that investors watch the show. The drama of the so-called "fiscal cliff" has scared investors, and led them to miss a very good year in the equity market.  

Download PDF

 

11.5.12

Financial Times - America Is Not The Next Greece

Article featuring Rich Bernstein. Originally published in the Financial Times on November 5, 2012.

Read Article

 

6.19.12

Financial Times - Don't Trust the Political Debate on US Growth

Article featuring Rich Bernstein. Originally published in the Financial Times on July 19, 2012.

Read Article


6.13.12

Kiplinger - Buy American Stocks

Article featuring Rich Bernstein.  Originally published in Kiplinger on June 13, 2012.

Read Article