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Fall 2013 Seminar Recap

Thanks to all who joined us at the Fort Wayne Museum of Art for our annual seminar on September 20. Investments, food, drinks, and Dale Chihuly were the highlights of the evening. We made mention that Monarch is now in its 20th year, having been founded in August, 1994. Next August, we’ll host a grand […]

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A Day at the Strategas Conference

I had the great privilege of attending the annual Strategas conference in New York, which boasts an agenda chock-filled with luminaries from all sorts of fields.  We presented some of the treasures gleaned at our recent Monarch lunch, so if you weren’t able to attend, and it was gnawing at you that you missed out, […]

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The Risk in (seemingly) Safe Bonds

Thanks to all who attended the first of the 2013 Monarch “winter” lunch series on Tuesday.  We say “winter” because the thermometer indicated otherwise….60 degrees.  At our last “winter” lunch in March, 2012, it was 79.  We hereby vow to host a lunch every week!  Maybe because of the weather, maybe the free lunch, but […]

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Stocks vs Bonds Update

In the midst of Washington’s ineptitude, it’s easy to lose sight of the bigger picture.  Yes, tax law, fiscal prudence, and regulation do matter, but not as much as most people believe.  There is still some short-term optimism on an eventual resolution to the fiscal cliff which is priced into the stocks, and some of […]

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Fiscal Cliff Explained

We had the pleasure of chatting last week with Nick Bohnsack, who is the equity sector strategist at Strategas.  As the sector strategist, his specialty is suggesting which sectors (such as health care, industrials, tech….) look better than others.  But, like all the analysts at Strategas, he is a man of many hats, so he […]

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Shining the Light on a Dark Corner of the Investment World

The hedge fund industry has always been a nebulous collection of unregulated investment advisers. Hedge funds are free to invest in whatever they want, and not even inform their own clients (let alone any regulators) of their holdings.  It doesn’t take much of a leap to suggest that performance reporting by hedge funds should be […]

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Walgreens ‘n’ Boots: What’s the Deal?

Walgreens announced a major acquisition Tuesday (June 20), with a $16.2 billion purchase of Alliance Boots, the largest pharmaceutical wholesaler in the world and the largest drugstore chain in the U.K.  This was a total surprise to the Street, given the company’s penchant for only small acquisitions in the past, to complement its consistent rollout […]

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Highlights from Monarch’s 3/14/12 Lunch

For those of you weren’t able to make it to our Roundtable Lunch on March 14, we’ll hit you with a few highlights.  Normally for our “winter lunch” series, we’d assume that many of those who were unable to join us were in warmer climes.  Not so in the past 2 weeks as we pushed […]

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Just Checking in

Looking back at our blog posts on the economy and markets in The Library, you could be forgiven for thinking that we only feel the need to get our thoughts out there when the market stinks.  While there is some truth to that, let this post prove that we are not just “defenders” of the […]

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Fireside chat with Don Rissmiller

This morning the Monarchians had the pleasure of hosting Don Rissmiller, chief economist of Strategas, in our offices.  Our relationship with Strategas goes back more than 4 years, and we have the luxury of at least 1 of their 5 analysts (as well as Jason Trennert) visiting us every year. We wanted to share some […]

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