Watch the Full Replay of Our Timely Webinar with FourThought's Investment Experts In today’s fast-changing economic climate, understanding the impact of tariffs, market volatility, and investment strategy has...
Economy
How Diversification Helps You Sleep Better at Night
At FourThought, we know that peace of mind matters just as much as performance when it comes to your financial future. That is why FourThoughts' Senior Analyst, Jake MacFarlane, has prepared a short piece titled “Diversification: Sleeping Well at Night.” It is a...
Changing of the Tides
The markets have experienced significant movement over the past month, with volatility driven by shifting valuations, policy uncertainty, and economic trends. While these fluctuations can feel unsettling, they are a natural part of the market cycle. In the attached...
Our View: A Tale of Two Machines
Download Our Latest Whitepaper HERE Benjamin Graham, the ‘father’ of value investing and teacher to Warren Buffett once stated that “in the short run, the market is a voting machine but in the long run, it is a weighing machine.” Graham’s comments are prescient. We...
Q2 Economic Review: Patriots In The Fog
Download Our Latest Whitepaper HERE COVID-19: Our Yorktown Battle Think back to the American Revolutionary war and The Battle of Yorktown which proved to be the decisive engagement of the war. The British surrender forecast the end of British rule in the colonies and...
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...
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...
Disco Inferno: Inflation Hot!
Disco Inferno - Inflation Hot! Are We Going Back to the 70's? (To download a printable pdf of this white paper, click HERE). Back in the 70's The last time the USA had crippling inflation was in the late 1970s when Managing Partner and Co-Chief Investment Officer,...