Oarsman Outlook: July 2020

The first half of 2020 will be remembered as one of the most remarkable investment periods in history.  Following gut-wrenching plunges of 35% or more in a matter of weeks beginning in late February, nearly all asset categories staged equally astonishing recoveries...

Oarsman Outlook: April 2020

Pandemic 2020: One Month In The COVID-19 pandemic, an archetypal “black swan” event, has upended the global economy and financial markets (not to mention our daily lives). As the implications of the crisis came into focus in late February, swaths of the financial...