The rise in popularity of artificial intelligence (AI) has been a hot topic in the investment community, and investors are eager to know whether their ... Continue Reading
Risk Management and Investment Discipline
Mark Twain famously said, “History doesn’t always repeat itself, but it often rhymes.” The failure of two national banks caused panic throughout the ... Continue Reading
Risk Management and Investment Discipline
Dear Friend: The most significant event in the first quarter of 2023 was the failure of two U.S. banks on March 9 and the subsequent panic in the ... Continue Reading
Outlook for 2023
Dear Friend: We had a cautiously optimistic outlook at the beginning of 2022 and did not expect it to be a challenging year like it had been. Several ... Continue Reading
The Challenge and Opportunity of Inflation
Dear Friend: It has been a year since we discussed the supply chain issue, labor shortage, ongoing pandemic, China slowdown, and inflation. Some of ... Continue Reading
BEAR Markets, Speculators in Cryptoassets Lost $2,000,000,000,000 This Year
Dear Friend: This summer I wanted to write about market volatility and investor behavior in down markets, and then I remembered that we discussed ... Continue Reading