Oct 155 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...
Jul 225 min read
Strange Politics
As bottom-up stock pickers, curiosities often draw us to think about structural intricacies often ignored by top-down macroeconomic...
Apr 225 min read
At Least Half of Us, Unhappy
2024 is a presidential election year, and we expect it will continue to be an interesting year in politics. It is important to remember...
Jan 303 min read
The Year After a Bounce Back
This time last year, we were wondering what might be in store for 2023 after an ugly 2022. We shared a historical perspective of what...
Oct 24, 20234 min read
Population Series: Growth of Population and GDP - Considering India, Japan, and China
Our preceding quarterly essay (July 2023) was the first in a series on what effects population growth might have on the markets. These...
Jul 20, 20234 min read
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, 20234 min read
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, 20233 min read
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, 20223 min read
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, 20226 min read
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...
