Came across this video of Warren Buffet and Charlie Munger discussing diversification. In a nutshell, “diversification, as practice, generally makes […]
Consider that, through Friday, April 12, 2024, the S&P 500 Index (SPX) is up roughly 8%. This comes on the […]
Are CLOs Right For Your Portfolio? During 2023, the Credit Suisse Leveraged Loan Total Return Index (CSLLI) was up 13.0% […]
In combination with semiconductor chips, captive data sets are now the global economy’s “new oil.” And software companies that sell […]
While the industrial real estate market continues to soften, there are green shoots driven by rent growth, decreasing supply, and […]
Generally, big tech has been very supportive of climate change initiatives around the world. Many tech companies have increasingly sought […]
If you are following the news about ESG these days, there is no shortage of controversy about the subject. As […]
While the US still dominates total dollars of foreign direct investment (“FDI”) into Mexico, China is Mexico’s fastest growing source […]
From the midst of a Chinese market meltdown in January, a new villain has emerged – “SNOWBALLS”! According to Bloomberg, […]
The ubiquitous pricing power of many companies throughout COVID and beyond is finally coming to an end. In the Fed’s […]
Late last week, investors got a surprise when Walgreens Boots Alliance (TKR: WBA) announced that it would be slashing its […]
Vertical operating systems are some of the most interesting early stage investment opportunities in 2024. According to the folks at […]
It was interesting to read that the New York Times was suing Open AI and Microsoft for copyright infringement (NY […]
We were interested to see Tesla stock drop intraday on December 13th with the announcement of a two million car […]