July 13, 2023 It is worth re-exploring and explaining our methodical approach to markets in various ways to better articulate our...

June 22, 2023 Cameron Crise, Bloomberg’s Macro Man, wrote a piece a couple of weeks ago that bears consideration. Even if we know what is...

June 1, 2023 In the portfolios, I have decided to sell what we call our innovation basket of companies. We first identified this theme...

May 24, 2023 Artificial Intelligence is changing the game AI is certainly changing the world rapidly. But artificial intelligence is not...

May 2, 2023 “It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of...

April 4, 2023 Tick, Tick, Tick...what is our most precious commodity? I suggest that time is our most precious commodity. It is so...

March 16, 2023 Market Conditions We are seeing unprecedented moves in fixed income driven by the collapse in a few regional banks. The US...

March 8, 2023 “Enlightenment is: Absolute Cooperation with the Inevitable” Anthony de Mello Why do I contemplate my own mortality often?...

January 23, 2023 How to find a financial advisor to help you and your family “The strongest of all warriors are these two; time and...

January 11, 2023 Themes of 2022: Decreased equity weightings across all portfolios in January of 2022 and increased cash and short...

December 23, 2022 I want to personally wish you a Happy Hanukkah, Happy Christmas, and a Happy New Year. As usual, there are many...

December 7, 2022 As most of you are aware, I generally believe in free markets capitalism and democracy. Money and power tend to fight...