When we see falling asset prices we can become emotional. Looking back at lines on a chart, we tend to forget the emotions that surrounded […]
Uncertainty abounds in the world right now. This is why we have a plan to deal with uncertainty as it comes in. We are long-term […]
We know that there are differences between long-term existential crisis and short-term. We mentioned the Russia / Ukraine conflict last week in passing while discussing […]
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 […]