Down the Rabbit Hole

Posted on Sunday, October 20th, 2019

Why, sometimes I’ve believed as many as six impossible things before breakfast. The White Queen, Alice Through the Looking Glass, by Lewis Carroll Investors now buy equities not for future growth but for current income, and buy bonds to participate in price rallies – Bank of America While believing the impossible may help foster the imagination and… read more.

Red Flags

Posted on Sunday, September 29th, 2019

We have been working on our quarterly letter and have it out next week so this week’s blog is a short one. As if we didn’t have enough to worry about in light of a slowing global economy, trade wars and impeachment proceedings we got an email this week that may win the Red Flag… read more.

Fill ‘er Up

Posted on Sunday, September 15th, 2019

“There are decades when nothing happens; and there are weeks when decades happen.” — Lenin For the past few weeks we have fielded more than the usual number of calls from clients as they saw the Dow Jones rise and fall by hundreds of points at a clip. We gave them reassurance that we were… read more.