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6 hours ago2 min read
Economic Trends: Key Insights Amid Volatility
Last week was filled with significant market news, leaving investors scrambling to keep track. Our take: the medium-term outlook remains...


Jan 162 min read
Market Comment - December
During the past four weeks, rising interest rates put a break on the stock market rally. Investors have been deceived by recent inflation...


Nov 14, 20242 min read
Market Comment - October
An economist is an expert who will know tomorrow why the things he predicted yesterday didn't happen today. Predicting the economy is one...


Oct 15, 20243 min read
Market Comment - September
On September 18, the Federal Open Market Committee shifted its focus from prices (inflation) to jobs and announced a most anticipated...


Sep 10, 20243 min read
Market Comment - August
Investors have a well-known history of being either overenthusiastic or overly fearful. By comparing the volatility of earnings with the...


Aug 13, 20243 min read
Market Comment - July
The idea that we might one day send any object into space, let alone put men into orbit, was long regarded as preposterous. The...


Jul 14, 20242 min read
Market Comment - June
While most equity indices traded flat to slightly lower in June, the technology heavy weight Nasdaq continued its meteoric rise, helping...


Jun 13, 20243 min read
Market Comment - May
High conviction is leading to big bets. To quote Mark Twain: “It ain’t what you don’t know that gets you in trouble. It’s what you know...


May 12, 20242 min read
Market Comment - April
The hardest part about investing is the waiting. As Charlie Munger of Berkshire Hathaway said,“The big money is not in the buying and...


May 5, 20241 min read
New Joiner
We are happy to announce the joining of Paulina Baros. Paulina is our executive assistant, who brings on board her extensive experience...


Apr 11, 20243 min read
Market Comment - March
The last six months provided excitement of the virtues of simply staying invested in equity market at all times, as timing market moves...


Feb 14, 20242 min read
Market Comment - January
Equity markets continue to grind higher, with fewer and fewer stocks participating in the rally Barrons’s magazine recently noted that...


Jan 12, 20242 min read
Market Comment - December
Beginning 2023 the outlook for the economy was bleak, as investors expected that the rise in interest rates will put pressure on the...


Jan 5, 20241 min read
New Joiner
We are happy to announce the joining of David Oganov. David's areas of expertise include portfolio management, business planning, and...


Jan 2, 20241 min read
New Joiner
We are happy to announce the joining of Sofya Aslanyan. Sofya is our right hand in all administrative areas, and she continues to develop...


Dec 11, 20232 min read
Market Comment - November
The market celebrated a stunning rally, with an extraordinary performance for the month of November A comparable November strength has...


Nov 13, 20232 min read
Market Comment - October
As if the rise in interest rates and much uncertainty about the future of the global economy were not enough, the world was hit by...


Oct 9, 20232 min read
Market Comment - September
Never in the history of the US republic have US Treasury returns been negative 3 years in a row, writes Bank of America. The investment...


Sep 11, 20232 min read
Market Comment - August
Richard Feynman said, we are trying to prove ourselves wrong as quickly as possible, because only in that way can we find progress. How...


Aug 8, 20232 min read
Market Comment - July
Once again, passive investors are dominating the market. Index investing, by definition, overweights whatever is most overvalued and...
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