Client Investment Letter April 2021

“Inflation is the process that enables you to live in a more expensive neighborhood without going to the trouble of moving.” – A.W. Claussen During the first quarter, stocks continued their march to all-time highs as vaccine rollouts and declining case and hospitalization rates bring some version of “normal” in sight. It’s a race against […]

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What We’re Reading – Week of 03/12/2021

Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site.   Bloomberg takes an inside look at the SPAC bubble. Article via Bloomberg ($)   Saudi Arabia puts pressure on multi-nationals to relocate their regional headquarters there or miss out on […]

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What We’re Reading – Week of 02/26/2021

Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site.   As shale companies reemerge from bankruptcy, will they repeat the mistakes of the past? Article via Wall Street Journal ($)   Policy makers focus on an alternative measure of unemployment […]

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What We’re Reading – Week of 01/29/2021

Below you will find the articles on economics, investing, and finance that we found most interesting for the week. NB: ($) denotes subscription site.   Xi Jinping attacks his greatest threat – private entrepreneurs. Article via The Atlantic   Another consequence of low interest rates – an emerging market debt boom.  Those have sometimes ended […]

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