- Jul 20
- 4 min
Population, Platforms and Pioneers
In a 2015 quarterly essay we did some basic analysis on the potential drivers of economic growth. We found support for the notion that...
- Apr 25
- 4 min
Chatting about ChatGPT's Essay
The risks that are top of mind these days seem more numerous and heavier than at any point in the last several decades, to us. As we...
- Jan 23
- 3 min
It Will Get Better, or It Will Get Worse
Many of you have heard market technicians on CNBC, Bloomberg, Fox Business, or CNN Money say things like, “We think XYZ stock is going...
- Oct 28, 2022
- 3 min
NASDAQ Market Cycles over the Last 30 Years
There has been major turmoil of some description during half of our tenures as investment advisors. And so, here we are again, writing...
- Jul 21, 2022
- 6 min
Unsettled Times
In this essay we intend to convey that external and internal dynamics of the economy, global and local politics, the stock market, and...
- Apr 28, 2022
- 8 min
Some Historical Effects of Pandemics and Wars
Stocks of many high growth companies, especially in technology/software sectors and those benefitting from the pandemic, have declined...
- Feb 10, 2022
- 6 min
2022: A Confluence of Economic and Market Confluences
Confluences are found throughout nature and usually result in turbidity. Some of the more challenging currents and rougher waters are...
- Oct 18, 2021
- 6 min
Currency: From the Gold Standard to Petrodollars to Crypto
Have you ever heard the phrase “good as gold?” The phrase harkens back to the time when U.S. dollars (“USD”) were backed by an equal or...
- Jul 27, 2021
- 7 min
A Valuation Introspection
Equity and bond markets are at or near all-time highs and with the unprecedented amount that the word “unprecedented” has been used in...
- Apr 20, 2021
- 4 min
What a Time to be Alive
Biotech and advances in "personalized medicine"
