Insights

    Q2 2021 Commentary

    Bitcoin Redux: Should Bitcoin be Viewed as a Valid New Asset Class?

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    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.

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    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.

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    Q1 2021 Commentary

    What in the World is a Meme Stock?

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    Cash Flow Reigns King

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

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    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?

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    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.

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    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.

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    Q4 2020 Commentary

    Have We All Now Embraced Modern Monetary Theory (MMT)?

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    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.

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