Economic Analyses and Commentary

2022 1st Quarter Economic Review and Commentary: Take Me To The River

Download Our Latest Whitepaper HERE “No man ever steps in the same river twice. For it’s not the same river and he’s not the same man.” - Heraclitus Think of a river downstream from a dam release; when the water is released the river is filled with water and strong...

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4th Quarter Economic Review: Stay on Target & Beware of the Biases

Stay on Target - Beware of the Biases (To download a printable pdf of this white paper, click HERE). You remember the climax of the first Star Wars movie...   Luke Skywalker is in his X Fighter, zooming on to a runway with the target that, if hit, will destroy...

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An Update From the Watch Tower: Five “Wolves” in the Woods

To be a great investor you must think in terms of probabilities. Do not attempt to predict the future. Pundits predict, and when they fail, they say, “Well, that is because XYZ happened and who could have predicted XYZ?”  The problem is that their punditry costs you...

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