News + Information

January 15, 2019

While we’ve been calling for increased market volatility for two years, that doesn’t make it feel any better when it happens. The violent volatility of December has been a jarring affair. If you took the monthly returns for the S&P 500 over the last 50 years – 600 mont...

December 28, 2018

After many years of historically calm equity markets, 2018 is providing investors with stark return to normal. For several years, the calm in the US stock market reached levels only touched occasionally during the boom years of the 1990’s and late 2000’s. The chart bel...

March 14, 2018

At the start of 2018, the Biltmore Investment Team met to summarize the state of the markets and to assess the impact on Biltmore families. In the process, we reviewed last year’s letter, published in March 2017. We were struck at how relevant those conclusions are one...

March 31, 2017

Since 2009, we have seen little fiscal policy change and extremely low interest rates. As a result, the optimal investment has been to passively and indiscriminately buy the stock market. With the election of Donald Trump, we see a new paradigm.  We have spent the last...

January 7, 2016

We are writing a quick note on recent market volatility to supplement our longer piece on markets around the world. Over the past 8 years, traders and investors alike have been anesthetized by central banks providing excess liquidity. Prior to this period, market’s reg...

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