Jul
01
What the Future Holds +
It’s hard to know where to look for investment returns in the current environment. A recent report from Pictet
5 min read
News
Jun
24
How We Got Here
The shortest explanation is to quote a few words from Ernest Hemingway's The Sun Also Rises:
"How did you go
4 min read
Jun
17
Interest Rates; Diplomatic Tweets
Interest Rates 101
A central focus this week - other than US stocks entering a bear market, was that the
3 min read
Jun
08
Active Failures; Common Prosperity
#Active Failures
Comparing returns of a balanced portfolio over various time frames - A Wealth of Common Sense
If the
3 min read
Jun
01
Perspectives on Shanghai
Today's five notable reads, marking the first day of the lifting of the lockdown in Shanghai:
New stimulus in Shanghai
5 min read
May
24
2022 May Market Notes
Continued bad news on the financial front this month as macro-environment threats continue to dominate headlines. There is no shortage
3 min read