Timely investment themes informed by deep historical research
A friend of mine recently asked what implications exist for the Chinese Yuan devaluation— specifically as it relates to Iran Nuclear negotiations. I had not thought about the connection until being asked the question. After thinking about it, I settled on "significant".
Read MoreThe talking heads have successfully put everyone back on their heels at the faintest whispers of rising interest rates. Could we be close to a major, multi-decade structural shift in interest rates?
Read MoreSmall capitalization stocks are an interesting breed. This portion of the markets contains thousands of names that are unloved and unappreciated. The space is a treasure trove for long-term and disciplined individual investors.
Read MoreDisciplined investors know to never let a crisis get in the way of a good opportunity. Patient, long-term investors may soon have occasion to pick up select foreign investments at deep discounts.
Read MoreThe popular wisdom that bear markets occur at expensive valuations is unsubstantiated fiction. The truth is bear markets occur all the time at a wide range of valuation levels.
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