While US equities are having a strong year with the S&P 500 up roughly 21.5%[1] including dividends since the first of January through the end...
Fragile China?
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The retirement of James Anderson and his views on China
James Anderson will retire next April as one of the great investment managers of recent decades. He has spent his career since 1983 at a large...
Ben Franklin on Death, Taxes…and Innovation
Benjamin Franklin wrote, “Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be...
Mr. GameStop’s Wild Ride
“In the short-run, the stock market is a voting machine. Yet, in the long-run, it is a weighing machine.” -- Warren Buffett [i] While the last week...
2020: A Year Like No Other
Only three months to go! We are finally getting to the back stretch of this ‘annus horribilis,’ the Latin term made famous in the modern era by...
Not Your Father’s USO Show
This week the oil markets experienced the most unusual collapse ever. There was hope that oil prices would stabilize after the April 13...
Innovation in the Time of COVID-19
This article from CNBC.com highlights the innovation at work as technological solutions to help many aspects of the pandemic are quickly coming to...
We Have a Deal…Now What?
As we face the most brutal phases of the COVID-19 outbreak in New York and throughout the country, we are concerned for your health, safety and how...
It’s tough to make predictions, especially about the future – Yogi Berra
Yogi Berra’s famous saying seems particularly apt in these early months of 2020 as big surprises around the...
The Millennials: Be Nice to Them
As we are about to start not just a new year but a new decade, media and conversations naturally turn to what’s in store for all of us in the...