Archives for April, 2020

  1. April 27, 2020

    It may be premature to think about inflation or deflation. However, it is critical that we look around the corner to support what we do today. Remember, as an investor you only own future cashflows, not past ones. I can’t tell you how many times during the Great Financial… More >>

  2. April 20, 2020

      While the governing class debates the merits of opening the economy, it is clear there has been one “return to normal” paradigm: The political class is clearly posturing to again lay blame and claim some political victory. That’s just a sideshow for investors and,… More >>

  3. April 13, 2020

      If you’ve read this blog in the past, you know we always evoke a few key themes; one of which being that markets move in brief bursts. If you miss just a few key days over a long period of time you lose all your advantage. [i] Last week was a perfect example, as the… More >>

  4. April 6, 2020

      We just published our Q2 Look Ahead—a 17-minute look forward with a lot of charts. Perhaps too many charts. I suspect you might have some time on your hands and, therefore, additional content was provided. You can watch a video of it by clicking here or just view the… More >>