Dissecting the Current Market Environment
A Discussion with Tocqueville’s CIO Robert Kleinschmidt
Regimes Change, Processes Don’t
When the tide of easy money goes out, discipline — not the macro headlines — decides who’s still standing.
Dusting Off the Textbook
Markets historically bottom before the recession ends — here’s why staying focused on fundamentals, not the daily inflation headlines, matters most right now.
Thinking the Unthinkable
Soaring debt and rising interest costs threaten the dollar’s reserve currency status. What history teaches us — and how investors can prepare.
Turn! Turn! Turn!
Bear markets test patience, but history shows they always turn. Staying disciplined — not timing the exit — is what preserves and grows long-term wealth.
Dissecting the Market Sell-off
With Chairman and CIO Robert W. Kleinschmidt – Q2 2022
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