When I prepare for this investor letter, I often pull various charts and data from our many resources, reviewing these for trends and information that will provide the spark needed to create something useful. It’s usually a...
Read Moreikˈstrēˌmizəm/ noun The quality or state of being extreme (Merriam Webster dictionary) The fact of someone having beliefs that most people think are unreasonable and unacceptable (Cambridge dictionary) Extremism, in layman’s...
Read MoreAs I sat with a client recently, we discussed the knee-jerk reactions that occurred in the wake of the presidential election. First, the world markets were down heavily overnight, but on the following day, once the US trading...
Read MoreRarely do things play out as planned. When we started 2016, people weren’t expecting Brexit, people weren’t expecting Trump, and to some degree, many people weren’t expecting the Fed to raise interest rates. What was expected...
Read MoreIn the 1983 American comedy film, Trading Places, an upper-class commodities broker, Louis Winthorp III – played by Dan Aykroyd – and a homeless street hustler, Billy Ray Valentine – played by Eddie Murphy...
Read MoreI was in San Diego recently, attending a conference. My wife and I decided to hang around a few extra days to enjoy the city and relax a little bit. We spent one of those days at La Jolla Shores, a small beach community that...
Read MoreEquity markets lost momentum in the latter half of August 2015, and for the first time in four years, the S&P 500 experienced a 10% correction. In spite of a strong October rally, volatility remained and we ended the year...
Read MoreWith the 2012 presidential election now in the rearview mirror, the big question on everybody’s mind is, “Where do we go from here?” After an estimated $5.8 billion spent on presidential and congressional...
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