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
Focus on What to Own
Dear Friend: Our colleague Michiel Scholten, who runs our Dutch office in Amsterdam, will discuss Russia's invasion of Ukraine in the first part of ... Continue Reading
Outlook for 2022
Dear Friend: Review of 2021 We wrote the following at the beginning of 2021: “The tug of war between greed and fear was definitely on display in ... Continue Reading
Structured Securities
In the low to zero yielding environment of the past number of years, fixed income investors have been faced with the challenge to find yield ... Continue Reading
Opportunities Through Market Volatilities
Dear Friend: As we are approaching the last quarter of 2021, we face many issues: the continuing pandemic, inflation, supply chain disruption, labor ... Continue Reading
Longevity Planning
Dear Friend: We often write about the markets, the economy, specific investment ideas, or strategic themes, but in this newsletter we want to focus ... Continue Reading