We have had relative calm in equity markets since February, which has given us an opportunity to improve the quality of our portfolio.  The dollar drop has also been a bailout for the industrials and the oil companies.  Overall the growth of the U.S. Economy has been...

World economic activity is slow, equity markets are extremely volatile and my overall outlook is cautious.  The dollar continues to rise and China and Emerging Markets are experiencing extremely slow growth and significant capital outflows, making it very difficult for...