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News & Insights

It’s Just the Cycle Has the world gone crazy? It really seems that way to me each morning when I start reading about the overnight events around the world. There is so much change occurring that in many ways, I think we have become inured to the developments that we would have considered insane not […]

The China Syndrome The volatility that we warned of in our last newsletter finally arrived in December and thankfully resulted in some very strong gains in our client portfolios. What had been a disappointing year turned into a good year. And while we are only a week into the New Year at the time of […]

Supply Chain Blues As a young research analyst in the early 1990’s, I learned all about Japan’s manufacturing competitive advantages which were based on a concept known as “Just-In-Time Processing”. Shortened to the acronym JIT, it’s based on Toyota’s approach to manufacturing which calls for close relationships with suppliers where you can trust that the […]