

The "Tried-and-True" Method for Identifying Long Term Investors
We believe long-term investing in high-quality companies is a tried-and-true method for creating and preserving wealth. Tried-and-true methods are such because they have been tried, and not in the sense that someone thought “I’ll give it a try,” but rather in the sense that the methods have been put through multiple landscapes of trials. Only after a method has been tried and succeeded numerous times in numerous environments does it get the blessing of being designated “true.
Feb 175 min read


Argentina Lessons Learned
The history of Argentina from the mid-1800s to today is a tale of two countries. It was the best of times from the mid-1800s to 1930, and it was the worst of times from 1930 to present. Our job is to manage investment portfolios to meet the financial needs of clients, and we strive to avoid talking about politics but have occasionally opined with our view on the ramifications of current or potential governmental policies. There are interesting examples of some weighty current
Oct 21, 20256 min read


Swirling Trade Winds
The first half of 2025 saw the biggest decline in over 50 years of the U.S. dollar (USD) compared to a basket of global currencies. 1...
Jul 23, 20254 min read


Changing Tariffs in a Complex System
There was much handwringing surrounding the tariffs introduced during Trump’s first term. We feel much of the handwringing had to do with...
Apr 23, 20255 min read


The Stock Market Is More Than Just Large Cap Growth
After the decline in 2022, we wrote that usually one of two things happened in the year following a decline in the S&P 500. Either the...
Jan 28, 20253 min read


Population Series: Lower Population Growth Requires More Innovation for Societal Advancement
Fluctuations in population necessitate innovation We continue to think that population dynamics are the most important economic variable...
Oct 15, 20245 min read
















