Behavior

The Essential Questions

11/09/16

As we emerge from the most divisive US Presidential election in generations, three essential questions demand our attention: 1. What does the election result mean for the economy? 2. What does the... Continue

2016: On the Brexit

06/24/16

As investors we must accept there will be periods where our fortitude will be challenged and fear and uncertainty will take hold of the markets. It has been prudent in these situations to maintain a... Continue

2016: A Story in Progress

01/21/16

Watching the newest Star Wars release, many viewers felt they had seen this story before—the orphaned hero from a desert planet, the vile immensity of the Death Star, and the dashing Han Solo... Continue

Thank You, Shanghai

08/26/15

Thirty years ago, Shanghai was a quiet city. Occasionally, a truck would trundle down the somber, hand-swept streets, though most goods were transported by handcart or heavy steel-framed bicycles.... Continue

The Social (In)justice of Our Debt

02/12/13

Sixteen trillion. 16,000,000,000,000. Start with one million. Multiply it one thousand times. Then times one thousand more. Then times sixteen. Stick a “$” in the front and you have the... Continue

The Stories We Tell

10/15/12

In Salman Rushdie’s novel, “Haroun and the Sea of Stories,” a small boy, his father, and a band of unusual characters strive to save the mythic Sea of Stories from destruction by... Continue