Government

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

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 Great Debate: 3Q2011 vs. 1Q2012

05/16/12

(Patriotic music starts. Camera pans audience of diverse college students, respectable elderly, and concerned baby boomers. People cheer and clap as they watch themselves on the screen above the... Continue

Catch 2012

03/22/12

An older man named Yossarian stopped by the office the other day. No first name, just Yossarian. I mentioned that Yossarian was the main character in Joseph Heller’s Catch-22, the satirical 1961... Continue

The Hero

09/24/11

Imagine the Lone Ranger galloping over the horizon, confident that he and his sidekick Tonto will face down any evil before them with nothing more than a white stallion, silver bullets, and a healthy... Continue