In our Q3 2025 Economic Review, Scott Pinkerton and Jake Macfarlane explain how the One Big Beautiful Bill, new tariffs,...
From The FourThought Team
In our Q3 2025 Economic Review, Scott Pinkerton and Jake Macfarlane explain how the One Big Beautiful Bill, new tariffs,...
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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 There is an old adage…” Bad news sells newspapers”. While that may seem antiquated in today’s digital world, the message is still the same. Look at some of the headlines over the last week or so, and it is all bad news about the...
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...
Download Our Latest Whitepaper HERE If you recall from our Fourth Quarter Economic review, our topic was Stay on Target. At the end of the newsletter we stated, “Targets can shift or be moved” and “we need to know how to separate the news from the noise.” As we have...
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...
From The FourThought Team
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