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Market Comment - August
Investors have a well-known history of being either overenthusiastic or overly fearful. By comparing the volatility of earnings with the...
Sep 10, 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...
Aug 13, 20243 min read


Market Comment - June
While most equity indices traded flat to slightly lower in June, the technology-heavy Nasdaq continued its meteoric rise, helping the...
Jul 14, 20242 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...
Jun 13, 20243 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 12, 20242 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...
May 5, 20241 min read
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