Inflation, China, Longevity and Clean Energy: Change is Coming
Dear Clients and Friends, This year’s first 7-month stretch for the US stock market felt too good to be true and it turned out that
November 10, 2023
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Dear Clients and Friends, This year’s first 7-month stretch for the US stock market felt too good to be true and it turned out that
Dear Clients and Friends, More than halfway through 2023, I can say one thing definitively: 2023 is nothing like 2022 and that is good news
Spring weather here has been true to form: one moment ominous clouds are gathering, the next moment it is sunny skies and lemonade stands. Financial
Let me start by saying I think that the current crisis is a failure of bank management, not of the banking system. Bank deposits below
2023 Will Be Different, Speculation Rehab and ESG Fatigue Dear Clients and Friends, I hope your 2023 is off to a good start, with some
Dear Clients and Friends, As I write this letter, the stock market has risen 9% off its October 12th low, in an attempt to loosen
When someone tells you “I have good news and bad news,” which one do you want to hear first? I usually go with the bad
Markets sure have been volatile and in the red this year and are now officially in bear market territory (a decline of 20% from the
History has a way of repeating itself. A study of the past is therefore foundational to the art and science of investing. It is also
My first letter of the year and I am feeling a sense of optimism that 2022 will truly be better than last year. In January