Investment Report No. 79
After a very different sort of year in 2022, much of the market was caught off guard in 2023 by a showstopping performance from the share prices of a handful of technology companies.
5 minsInvestment Report No.78
In September, the yield on the 10-year US Treasury bond reached 4.8%, its highest level since 2007. This coincided with, or rather precipitated, weakness across asset classes.
5 minsInvestment Report No.77
We are slowly emerging from a prolonged period of distortion born of zero interest rates.
11 minsSpecial Paper No.12
As long as the music is playing, you’ve got to get up and dance. We’re still dancing Chuck…
9 minsInvestment Report No.76
Mixed Messages The past few weeks are confirmation, if any was needed, that there are consequences of rapidly…
11 minsInvestment Report No.75
A down year “Sell when you can; you are not for all markets.” As You Like It, William…
11 minsInvestment Report No.74
T.I.N.A. R.I.P. If the old, and tried, and safe investments no longer yield their accustomed returns, we must…
11 mins