earnings calls

We know that there are differences between long-term existential crisis and short-term market uncertainties. It is often difficult to parse between the two on a […]

We have seen speculative companies get hammered for the past year; and so far in 2022, high-quality high-growth companies have felt a significant bit of […]

This has been a difficult January from a financial markets perspective. Equities and bonds were both down. We can mark when equities began to fall […]