- 2 days ago
- 5 min
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 30
- 3 min
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, 2023
- 4 min
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, 2023
- 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, 2023
- 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, 2023
- 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...