2Q22 Review & Strategy Update
In 1H22 societies, economies & markets around the world were shaken by the actions of …
In 1H22 societies, economies & markets around the world were shaken by the actions of …
For the last 5+ years, our Key Themes (& portfolios) have been guided by our …
2021 is now in the rear-view mirror and I believe that future financial historians may …
Our 2021 Key Themes remain intact with an emphasis on Theme #2 Big Turns Take …
What exactly is “transitory?” You and your wife may disagree on its meaning when your …
It’s dawning on many investors that our post-Covid financial problems may not be as easily …
Headed into 2Q21, we believe cyclically sensitive sectors/regions are due for a breather while Gold …
Like the 9/11 attacks of 2001, the Covid crisis of 2020 was a “large shock” …
In 2Q, unprecedented fiscal relief prevented the U.S. from spiraling into a depression. In 3Q, …
While most people generally understand that the stock market and the economy do not move …
Click the link above to continue or CANCEL