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May 9, 2023
Artificial Intelligence
Market Summary – 1st Quarter, 2023 “A fool is someone who knows the price of everything and the value...
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January 24, 2023
Lifeboats are an afterthought… until the ship takes on water
Market Summary – 4th Quarter, 2022 “Life on a lifeboat isn’t much of a life. It is like an...
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October 27, 2022
The end of prosperity??
Market Summary – 3rd Quarter, 2022 “The Great Depression of 1990.” – Title of a best-selling book by Ravi...
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July 27, 2022
Bridge over troubled water
Market Summary – 2nd Quarter, 2022 “If you can keep your head while all about you are losing theirs….”...
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April 25, 2022
The fog of war
Market Summary – 1st Quarter, 2022 The world has been upended by Russia’s military invasion of Ukraine. As the...
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January 26, 2022
“If something cannot go on forever, it will stop”
Market Summary – 4th Quarter, 2021 The headline of this newsletter cites what is known as “Stein’s Law”, coined...
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October 22, 2021
“The conversations that you never hear”
Market Summary – 3rd Quarter, 2021 “When the music stops, in terms of liquidity, things will get complicated. But...
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July 22, 2021
“The future is not something to predict… but rather to navigate”
Market Summary – 2nd Quarter, 2021 “We predict too much for the next year and yet far too little...
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April 21, 2021
“Shall we play a game?”
Market Summary – 1st Quarter, 2021 “Mr. McKittrick, after very careful consideration, sir, I’ve come to the conclusion that...
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January 21, 2021
“The times they are-a-changin'”
Market Summary – 4th Quarter, 2020 “The slow one now will later be fast, the order is rapidly fadin’...
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