What We’re Reading – Week of 10/29/2021

Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site.   Inflation could mean it’s value stocks’ time to shine. Article via Wall Street Journal ($)   An energy stock surge leaves ESG-focused investors behind. Article via Wall Street Journal ($) […]

Read More… from What We’re Reading – Week of 10/29/2021

What We’re Reading – Week of 10/22/2021

Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site.   Google’s biggest moonshot is the quest to be a zero emissions enterprise. Article via Bloomberg ($)   How billionaires pass on wealth to their children and avoid estate taxes. Article […]

Read More… from What We’re Reading – Week of 10/22/2021

Client Investment Letter October 2021

“There is nothing permanent except change.” – Heraclitus Heraclitus probably didn’t imagine future capital markets when he is thought to have said the quote above, but his ancient Greek wisdom remains applicable. Nothing in the markets is eternal, and in our opinion some previously popular views that have sustained the market are beginning to wobble. […]

Read More… from Client Investment Letter October 2021