Willingdon Views

Some news developments really are important, but many are simply noise. Read on to find out which is which...

2013 will be a year in which stock selection will drive investment performance. Read on to see which variables drive our stock selection process.

In these uncertain times it is critical to focus on what is controllable. Read about some of our Plan B strategies.

Democracy is hard, challenging winners as well as the losers of every contest. How might we all come together?

What's next after the election? How strong is the economy as we approach the end of the year? Read on to find out what attributes companies need to succeed in this uncertain environment.

It is time for some really serious thought about the challenges this country faces. Are we ready for this?

Despite an endless stream of negative news and global uncertainty, the outlook after the election is promising. Read why we think so.

As the chasm between rich and poor widens there is a growing sense that the rich are under a moral obligation to help the poor become less so. Does this moral obligation apply to corporations and even wealthy countries?

To solve our economic problems, government and the corporate sector have to work together. Read how America once did this at a critical moment in history, producing the greatest industrial and economic expansion the world has ever seen.

With the overall market up 12%, the best first quarter since 1998, it was, most definitely, one heck of a start. Read why a healthy level of skepticism is a key ingredient to a sustainable bull market.