Client Investment Letter October 2022

“Inflation is running too hot. You don’t need to know much more than that.” – Fed Chairman Jay Powell   The third quarter marked the beginning of a paradigm shift as investors began questioning the path of inflation and the resolve of the central bank in responding. Since the days of Alan Greenspan, the Fed’s […]

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What We’re Reading – Week of 06/17/2022

Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site. Mexico turns its back on private business, just when it could benefit from “friendshoring.” Article via The Wall Street Journal ($) Who pays for crypto’s collapse? Article via The Wall Street […]

Read More… from What We’re Reading – Week of 06/17/2022

What We’re Reading – Week of 06/10/2022

Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site. Highflying Tiger Global has been humbled by the tech retreat. Article via Wall Street Journal ($) “Friendshoring” where countries only trade with allies may not be all its cracked up to […]

Read More… from What We’re Reading – Week of 06/10/2022

What We’re Reading – Week of 06/03/2022

Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site. George Soros’s money manager says the market has the timing of a potential recession wrong. Article via Bloomberg ($) Elon Musk demands his workers come back to the office.  Not all […]

Read More… from What We’re Reading – Week of 06/03/2022

What We’re Reading – Week of 05/20/2022

Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site. Barron’s says oil giant, Shell, looks like a bargain. Article via Barron’s ($) The Department of Justice plans to crack down on Private Equity. Article via The Financial Times ($) Elon […]

Read More… from What We’re Reading – Week of 05/20/2022

What We’re Reading – Week of 05/13/2022

Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site. Cryptocurrency “stablecoins” are starting to break the buck. This is a bad sign for the health for the ecosystem. Article via The Wall Street Journal ($) Meanwhile, Coinbase customers found out […]

Read More… from What We’re Reading – Week of 05/13/2022

What We’re Reading – Week of 05/06/2022

Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site. Warren Buffett buys nearly 10% of Activision as he sees the Microsoft deal going through. Article via CNBC In downturns equity hurts, but debt kills. Op-Ed via The Wall Street Journal […]

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What We’re Reading – Week of 04/29/2022

Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site.   Wind power’s colossal market failure threatens the fight against climate change. Article via Bloomberg ($)   Schwab gets ready for rapid movements in cash as rates rise. Article via The […]

Read More… from What We’re Reading – Week of 04/29/2022