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Investment Insights
315 Results-
![Disconnect: How Can Markets Be At All-Time Highs When the World Around Us Is Collapsing?]()
18 Aug, 2020Disconnect: How Can Markets Be At All-Time Highs When the World Around Us Is Collapsing?
Answer: Markets reflect the dynamism and adaptability of private companies, not geopolitical events or socioeconomic upheaval.Many find this conclusion ...
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![Beach Reading]()
11 Aug, 2020Beach Reading
One of the upsides to confinement over the past few months is that Ive been able to raise my reading capacity. Here are my exceptional encounters. This is mostly ...
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![2nd Quarter 2020 - Dreams Deferred]()
7 Jul, 20202nd Quarter 2020 - Dreams Deferred
Eunice Wayman was born in Tyron, a small town of around 1600 people in western North Carolina, in 1933, the sixth of eight children of a handyman father and a house cleaner / sometime-Methodist minister mother. This small town was certainly...
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![Reflections After the Death of George Floyd]()
11 Jun, 2020Reflections After the Death of George Floyd
It has now been two weeks since the murder of George Floyd by a Minnesota police officer, and one day after he was laid to rest in Houston. I have spent this time watching, reading, learning, and reflecting, as I often do on matters of great...
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![Earthrise or Earthset: Thoughts on a Post-Pandemic World (Part 3)]()
2 Jun, 2020Earthrise or Earthset: Thoughts on a Post-Pandemic World (Part 3)
Source: NASAWeak economic growth and low investment returns are the prospects we discussed in the first two parts of this ...
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![Sunrise or Sunset: Thoughts on a Post-Pandemic World (Part 2)]()
29 May, 2020Sunrise or Sunset: Thoughts on a Post-Pandemic World (Part 2)
In Part 1 (), we outlined an economic backdrop of weak growth, high levels of government debt, cautious consumers, higher taxes and rising trade ...
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![Sunrise or Sunset: Thoughts on a Post-Pandemic World (Part 1)]()
27 May, 2020Sunrise or Sunset: Thoughts on a Post-Pandemic World (Part 1)
Two and a half months of isolation engenders reflection, on what weve endured, and contemplation on what the future may hold.Our reflections are incomplete, its ...
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![Memento Mori]()
26 Apr, 2020Memento Mori
The Romans had a tradition that, following a military victory, the triumphant general was paraded through the city in a four horse-drawn chariot to the ...
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![Planning Ideas & Cares Act Information]()
21 Apr, 2020Planning Ideas & Cares Act Information
We have been inspired by everyone who is working tirelessly to suppress the spread of the global Coronavirus ("COVID-19") epidemic. We understand that this situation has caused anxiety and stress and we, as a firm, are dedicated to helping you...
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![Whats Down With Oil?]()
15 Apr, 2020Whats Down With Oil?
I have always found that most things in life can be explained by basic economics. Well, some things, for sure. The most basic (THE most basic) concept in ...
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![(Not Yet) Beach Reading]()
14 Apr, 2020(Not Yet) Beach Reading
Its not quite beach weather yet, but as we are all locked in our houses waiting out this virus, we may have found a little more time for ourselves. So I offer a ...
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![1st Quarter 2020 - La Peste]()
8 Apr, 20201st Quarter 2020 - La Peste
Bernard Rieux was a young physician in 1947, a surgeon, newly married and living in a comfortable apartment in the center of the city, close to the hospital where he worked. Each day, he would spend a few minutes chatting with his building's...
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![Put Down the Gun]()
25 Feb, 2020Put Down the Gun
Tombstone, Arizona is a small town of around 1300 folks along the Mexican border. In 1881, it swelled with more than 7,000 men seeking their silver fortunes, along with thousands more women, children, ...
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![From the Kentucky Coal Mines to the California Sun]()
14 Jan, 2020From the Kentucky Coal Mines to the California Sun
Rupp Arena is one of the iconic venues for college basketball in the country. It is named for Adolph Rupp, the legendary coach of the University of Kentucky, from ...
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![4th Quarter 2019 - Una Rosa Blanca]()
9 Jan, 20204th Quarter 2019 - Una Rosa Blanca
How do you misplace a 5-ton, 18-foot tall statue? Residents of New York City may shrug when told it was in the care of the City Parks Department (as if, what do you expect?), but the story is a bit more convoluted than simple negligence...
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![The Changing Landscape and Growing Importance of Private Equity]()
7 Jan, 2020The Changing Landscape and Growing Importance of Private Equity
Allocations to private equity have been increasing in most of our client portfolios over the past decade, reflecting the growing opportunity set and investor expectations of higher returns.
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![Fireside Reading]()
18 Dec, 2019Fireside Reading
To sit near a warm fire in a comfortable chair on a cold night is one of life's pleasures that I hope you will be able to treasure over the holidays. ...
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![Year End Newsletter]()
2 Dec, 2019Year End Newsletter
As year-end approaches, we would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2019 and look forward to 2020.
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![3rd Quarter 2019 - Red Scare]()
6 Nov, 20193rd Quarter 2019 - Red Scare
November 11, 1918 marked the end of the Great War, and Americans celebrated with parties and parades across the country. Hardly had the ticker-tape been swept from the streets when thernnational mood of exuberance and exultation turned quickly...
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![Balance]()
29 Oct, 2019Balance
October 1987 was a memorable month for me. It began with the 5.9 magnitude Whittier Narrows quake that rocked my downtown building (like all tall ...
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![No Winners]()
7 Aug, 2019No Winners
Berry Gordy, the legendary founder of Motown Records, had a genius for spotting talent and creating stars: Mary Wells, Diana Ross and Gladys Knight; Marvin Gaye, ...
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![More (Not Necessarily) Beach Reading]()
29 Jul, 2019More (Not Necessarily) Beach Reading
For many people, the beach is an escape, and they want their beach books to transport them to worlds of fantasy. Coming up with a recommended beach reading list ...
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![2nd Quarter 2019 - Sustain]()
2 Jul, 20192nd Quarter 2019 - Sustain
Sustain reflects on business, family and how investors can effect positive change.
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![Bring Home the Bacon]()
16 May, 2019Bring Home the Bacon
Bacon sure is popular. McDonalds, which probably has the best pulse on Americans culinary tastes, introduced Cheesy Bacon Fries for a few months earlier this ...
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