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Money

February Newsletter: Debts Pt 3 - World Debt

Our last two newsletters dealt with public and private debt in the U.S. However, as you know, we have always advocated for a diverse portfolio that includes non-U.S. stocks. So, this month, we thought we should review the debt situation in other...

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Debts Pt 2: Are we on the edge?

As 2018 rolls to a close, one of the biggest questions of the year remains unresolved: is the bout of market turbulence that was a fixture of 2018 the start of “the next one”, or just another dip in a bull market that has gone on longer than any...

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November Newsletter: Deficits, Debt, and Mispriced Political Risk

At the forefront of everyone's minds, for the second time this year, is whether the recent bit of market turbulence is the start of the "next big one" -- i.e. the latest "crash", following the .com bubble bursting in 2000 and the Global Financial...

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Dollar Cost Averaging

Where we stand 10 years later: A decade after the financial crisis

It's been said that those that fail to learn the lessons of history are condemned to repeat it. I think this is probably true -- but in the markets, the contrapositive, which goes something like "Those that oversimplify history too quickly are...

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Investing Change

August Newsletter: Tectonic Shifts Brewing

It must be a human temptation to always believe that one is living in a pivotal era, an inflection-point for the world, a time when "everything is about to change." It's the ultimate ego-centrism. 

Yet since the time I am able to remember,...

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Summer

Emerging Markets: A Compelling Value Opportunity?

Emerging markets have a conundrum for investors. In the first decade of this century, EM markets were high-flying with the BRICs (Brazil, Russia, India, and China) all the talk of the finance world. As always, as soon as people starting talking...

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June Newsletter: Taking Stock of the Trump Tradewar

With the S&P 500 still more than 100 points off its all-time high of earlier this year and international faring even worse, there are still considerable jitters in the financial world, despite a recovery in market performance since the...

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Ai

May Newsletter: The AI Revolution

In 1997 the computer "Deep Blue" beat Chess Grandmaster Garry Kasparov in a best-of-seven match, proving machine supremacy over the best human chess player for the first time in history. Deep Blue was the culmination of more than a decade of work...

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New Rules

April Newsletter: Taking Stock of Valuations

Stock markets have been noticeably more volatile lately -- but why?

Last month, we examined some possible underlying causes of the recent turbluence in the stock market, focusing on the state of the overall economy. We determined that while there...

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March Newsletter Pt 1: The Return of the Gorilla

Writing a newsletter that takes the “rational” approach to investing has its tough moments. Alarmist financial news sells for a reason – it’s novel, it provokes an emotional response, it plays to the cascading waves of fear and greed that all...

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