Category Archives: Our Perspective

    ESG Epiphany

    According to Bloomberg, it’s possible that $53 trillion – or 30% of global assets under management – may consider environmental, social, or governance factors by the year 2025. Simply put, what was previously a “niche” market just 5 or 10 years ago is now changing the landscape for how investments get evaluated. This article examines the growing interest in ESG investing and how it factors into our research and decision-making process as a firm.

    Learn More

    The Federal Reserve’s Problem is Hidden in Plain Sight

    The COVID-19 pandemic is over, or so it seems, and many of its effects are, indeed, transitory. That is the line from the Federal Reserve to describe their reasons for restraint in changing their monetary policies in the midst of chaos. With financial breakage occurring at such low interest rates, the Fed’s practicable options are limited.

    Learn More

    How Much Savings Do I Need For Retirement?

    Many retirement savers worry about whether they are saving enough to fund their retirement. Unfortunately, there is no “magic number”: every individual has different needs and objectives that factor into how much they need to set aside for retirement.

    Learn More

    Investing with Keynes

    While he was far better known as the architect of governments' responses to the Great Depression, John Maynard Keynes' parallel journey as an investor is an object lesson in investment skill.

    Learn More

    Cash Flow Reigns King

    Has the free cash flow-producing capacity of companies changed over time?

    Learn More

    Investment Management Succession Planning for the DIYers

    You are capable of managing your own investments, but if you can’t, who will take your place?

    Learn More

    Euthanasia of the Lender

    During the last decade, stock prices have benefited mightily from falling interest rates and a persistently low inflationary environment which has defined many forecasts.

    Learn More

    No Good Deed Goes Unpunished: A Brief History of Deficits, Debt and Yield Curve Control

    In the COVID-19 pandemic we have the greatest urgency of our time.

    Learn More

    Fossil Fuels and Related Equities: The Question is Time

    The demise of the oil and gas sector of the financial markets is well understood and, by many, welcomed.

    Learn More