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…
Searching for Bull Market Catalysts (Part 1): Pivot or Pause
We have, over the past two months, reiterated our view that the current bear market cycle is likely…
Dead cats and bull’s legs: interpreting last week’s volatility
The release of US inflation data on Tuesday last week triggered the biggest one day move down in…
Known knowns, known unknowns, and unknown unknowns
On February 12th 2002, the then US Secretary of Defense Donald Rumsfeld responded to a question at a news…