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Quarterly Newsletter

  • The fog of war

    By on April 25, 2022

    Market Summary – 1st Quarter, 2022 The world has been upended by Russia’s military invasion of Ukraine. As the...

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  • “If something cannot go on forever, it will stop”

    By on January 26, 2022

    Market Summary – 4th Quarter, 2021 The headline of this newsletter cites what is known as “Stein’s Law”, coined...

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  • “The conversations that you never hear”

    By on October 22, 2021

    Market Summary – 3rd Quarter, 2021 “When the music stops, in terms of liquidity, things will get complicated. But...

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  • “The future is not something to predict… but rather to navigate”

    By on July 22, 2021

    Market Summary – 2nd Quarter, 2021 “We predict too much for the next year and yet far too little...

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  • “Shall we play a game?”

    By on April 21, 2021

    Market Summary – 1st Quarter, 2021 “Mr. McKittrick, after very careful consideration, sir, I’ve come to the conclusion that...

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  • “The times they are-a-changin'”

    By on January 21, 2021

    Market Summary – 4th Quarter, 2020 “The slow one now will later be fast, the order is rapidly fadin’...

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  • “…and the home of the brave.”

    By on October 23, 2020

    Market Summary – 3rd Quarter, 2020 “There are known knowns; there are things that we know we know. We...

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  • “The Year That Shattered America”

    By on July 17, 2020

    Market Summary – 2nd Quarter, 2020 “All of us might wish at times that we lived in a more...

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  • Our finest hour

    By on April 13, 2020

    Market Summary – 1st Quarter, 2020 “I see great reason for intense vigilance and exertion, but none whatever for...

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  • The more things stay the same, the more they change

    By on January 17, 2020

    Market Summary – 4th Quarter, 2019 “That men do not learn very much from the lessons of history is...

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