investment strategy

The Nifty FAANGs

June 25, 2020

At the risk of sounding repetitive, I feel compelled to revisit a trend that has been remarkably consistent and powerful over the past several years. A small number of very [...]

Framing the Challenge

July 25, 2019

Following last week’s Market Commentary, I was asked how we can remain fully invested in a market fraught with danger. It’s a legitimate question, and so I feel [...]

Patience Is a Virtue

March 27, 2019

Throughout 2018, we maintained that the rising interest-rate regime was THE most important factor influencing the investment landscape. However, the Federal Reserve shifted [...]