Is the Market Crying Wolf on Long-Term Inflation?
Will the coordinated chorus of warnings about inflation being stubbornly high suggest that a more rapid decline than the market […]
This is a Good Time To Consider Alternatives
There’s lots of uncertainty in traditional asset classes these days. Roaring inflation seems to be stubborn and persistent, with the […]
INTRODUCING THE INFLECTION FIVE™ PORTFOLIO
Download Now The Inflection Five Portfolio was created to satisfy the requests of financial advisors to provide our best growth […]
Validus Adds Clear Street to its Private Equity Portfolio with a Series B Investment.
Validus recently added Clear Street as a top 5 holding in our private equity portfolio.
But more than being just […]
Validus Exits Long Game
After two rounds as a minority investor (March 21 and August 21), we have successfully exited Long Game through a […]
Beyond meat – The lure of the TAM
Remember the excitement surrounding the Beyond Meat IPO? The BYND IPO was priced at $25.00/share on May 1st, 2019, and […]
Finally, a Worrisome Yield Curve Inversion?
Last week, we had two brief yield curve inversions that potentially matter. The 2-year treasury briefly yielded more than the […]
The First Pillar: Buyer Behavior Matters
Buying Behavior is one of the “Pillars” of our investment process. What we want to see is positive cash flows […]
High Yield Can Mean Caution… or High Opportunity
“Boy, that double-digit yield looks pretty juicy…” Slow down, big fella. Often, double-digit yields indicate that the market doesn’t believe […]
Stop Winging it and Convert More Referrals with a Strategic Narrative
You wouldn’t take on a new client without understanding their financial situation; you wouldn’t recommend an investment without doing your […]