Investment Commentary
By now we have all heard the saying that “the enemy gets a vote” in any war. But you know [...]
The US and Israeli attacks on Iran have unsettled stock markets and sent crude oil up over 40% to about [...]
Winston Churchill is said to have remarked that the American people can be relied upon to do the right thing, [...]
As we pick up the pen to share our reflections on the investment environment, our task is to give context [...]
We shall not cease from exploration, and the end of all our exploring will be to arrive where we started [...]
Newsletters & Notes
Readers of the newsletter we sent yesterday regarding President Trump’s “reciprocal” tariffs might be tempted to think “what a difference [...]
Many essayists have employed the above excerpt from Lewis Carroll’s Through the Looking-Glass, a follow up story to Alice in [...]
What We're Reading
As you may recall, last year we began implementing a move to an emerging market stock index that excluded investment [...]
The decline of US stocks the past few weeks is neither cause for panic nor celebration. Rather, pending the development [...]
