Bear market update: The end of the beginning
We’re now close to 12 months into this current bear market cycle, arguably longer if you count the…
Bubbles Bursting (Slowly): Bitcoin, Crypto, Tesla and More
This week we offer an update on our thoughts around market valuations, risks, and most importantly, areas of…
How to Invest for the Long-Term (Part 5): Investing in Health & Wellness
Last week, as part of our ongoing series on long-term investing, we introduced the idea of ‘going up…
Let’s Talk Long-Term (Part 4): Going Up The Value Chain!
When selecting investments exposed to major growth themes in the economy, one of the mistakes investors make, even…
Let’s Talk Long-Term (Part 3): Software Saves Lives
Last week we identified four primary characteristics we think are critical when deciding which trends to invest in…
Let’s Talk Long-Term (Part 2): Investing in Climate Change
Last week we introduced the idea that investors should be thinking about the long-term and investing accordingly. This…
Let’s Talk Long-Term (Part 1): An Introduction
Last week we said that investors should be wary of focussing too much on the past, or on…
Is There Any Good News?
Given the volatility and economic uncertainty investors have experienced this year, we think it makes sense to review…
Searching for Bull Market Catalysts (Part 3): It’s the Economy, Stupid!
During the 1992 US presidential election campaign, James Carville, then a strategist for the Bill Clinton campaign, coined…
Searching for Bull Market Catalysts (Part 2): Decline & Fall of Inflation
This week, we continue our series on likely catalysts for the next bull market. Recall, throughout 2022 and…