We were scheduled to appear on CNBC this morning to discuss the events of last week and where investors might find value in such uncertain economic and political times.  Unfortunately our appearance will have to be rescheduled given the intense media coverage of Friday evening’s historic downgrade of our nation’s treasury debt.

Since our prepared thoughts for the show are timely and relevant to the events at hand, we still wanted to pass them along to you – our clients and friends.  We’ve also added some thoughts on what the US downgrade might mean for equity investors.

Read more: Bumped by the US Downgrade