Chad Smith, the founder & principal of Smith Capital, writes periodic commentaries to keep clients informed of our economic and investment outlook, along with updates on portfolio strategies and allocations. Each commentary can be viewed below or downloaded in PDF format. We invite you to leave a reply or a comment, which can be accessed at the end of each commentary.
Greetings Clients & Friends, I hope that you all had a wonderful Christmas and enjoyed time with family and friends. Ours was very nice with the exception of one challenging development. Some of you may know that my wife is pregnant with our 5th child, for which we are so thankful and excited. A week[...] Read more…
Greetings Clients & Friends: I trust each of you had a wonderful Thanksgiving and are enjoying the preparations for the holidays. Despite the gloom and doom that prevails around the world today, and especially within the financial markets, we still have much for which to be thankful. I am very thankful for my wonderful family[...] Read more…
Introduction Since my last commentary written in March of this year much has transpired in the global economy and world capital markets. In fact, it seems like a lifetime of events have swiftly unfolded right before our eyes. Thus far during the evolution of the credit market fiasco, hundreds of economists, pundits, analysts, portfolio managers,[...] Read more…