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“Perspective allows an investor to forecast the effect after the cause. It allows the investor to understand how bad and good news is not always what it seems.”
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Paradoxes Everywhere Over the last few years, I have used the word “paradox” a lot in my writing mostly because so much simply does not make sense without a ton of digging and consideration. Paradox: a seemingly absurd or self-contradictory statement or proposition that when investigated or explained may prove to be well founded or […]

The S&P500 returned 7.5% for the first quarter of 2023 despite the loss of a few banks including the giant Swiss bank Credit Suisse. In fact, the stock market followed a familiar script where the markets pull back in response to some negative stimuli (in this case it was bank failure) which is then followed […]

Flows Interrupted 2022 was a rough year in the capital markets. The S&P500 lost 19% while long term bonds lost around 12% and corporate bonds around 15%. As you would expect, our accounts performed better. In our stock picking for 2022, we enjoyed success in companies tied to the defense, food, auto supply, electric, and […]