Commentary


Bill Nygren Market Commentary Q1 2019

At Oakmark, we are long-term investors. We attempt to identify growing businesses that are managed to benefit their shareholders. We will purchase stock in those businesses only when priced...


How to spot the next stock market crash

Investors have learned that "it's different this time" is the most dangerous rationale for buying into a market bubble. It's easy to believe that the United States' stock market has been fundamenta...




3rd Quarter Market Commentary

2018 through the third quarter has been marked by a strong economic backdrop in the US and by mixed financial markets globally. Mixed markets?! What about the new stock market highs? Yes, after...



2nd Quarter 2018 Market Commentary

The second quarter ended with stocks and bonds fairly flat for the year overall. Although, there was no shortage of headlines. On the economic front, the dominating issue has been trade wars,...