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...
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...
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...
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! 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,...
The Look of Recovery in a Post-Pandemic World (To download a printable pdf of this white paper, click HERE). Many of us have experienced it. You are driving to Florida and the kids can’t wait to see the Magic Kingdom. They have been marking the days on their...
https://vimeo.com/511274618 Enjoy our short video with highlights of our economic analysis and commentary for the first quarter of 2021. For in-depth information download our free WHITEPAPER HERE.
(To download a printable pdf of this paper please click here.) To say a lot has changed in the last three months is an understatement. In our last white paper, “Don’t Sound the Alarm Until You See the Whites of their Eyes,” we drew the analogy of “wolves” out in the...