Quarterly Market Insights
2024 | Q3- A Diego Story- A tortoise tale that isn’t a fable
“The New World” is a term that engenders images of hope and possibility. It is most closely associated with Christopher Columbus’ late 15th-century voyage that brought him and his crew to the Americas for the first time.
2024 | Q2 - One Day In May
“The New World” is a term that engenders images of hope and possibility. It is most closely associated with Christopher Columbus’ late 15th-century voyage that brought him and his crew to the Americas for the first time.
2024 | Q1 - The New World
“The New World” is a term that engenders images of hope and possibility. It is most closely associated with Christopher Columbus’ late 15th-century voyage that brought him and his crew to the Americas for the first time.
2023 | Q4 - Things that Go Bump in the Night
We’ve all, from time to time, heard “bumps in the night,” those often-maddening sounds that wake us from our sleep. If we let our imaginations get carried away, we can become paralyzed with fear, convinced that dire consequences will result.
2023 | Q3 - In Order to Think Outside the Box, you Must Know what’s In the Box
The ability to think differently is a characteristic that’s often celebrated, but a path that few are bold enough to pursue. It’s a topic we’ve touched upon in previous newsletters, and was the motivation behind our choice of presenter at this year’s MPMG Speaker Series event.
2023 | Q2 -Don’t Mistake Longevity for Validity
As we gain experience in life, we tend to gain greater appreciation for the expression, “with age comes wisdom.” This is in contrast to those who, given limited life experience, profess to know it all.
2023 | Q1 - Artificial Intelligence
News of the latest example of inspired innovation, generative artificial intelligence (AI), specifically, a tool known as ChatGPT, was the biggest story in the first two months of 2023, and for good reason.
2022 | Q4 - Lifeboats Are an Afterthought… Until the Ship Takes on Water
2022 is in the history books, and most investors are likely to applaud its conclusion. The challenges that dominated the headlines were well documente
2022 | Q3 - The End of Prosperity??
The bleak and spectacularly inaccurate book title referenced above is an all-too-common phenomenon in the annals of economics forecastin
2022 | Q2 - Bridge Over Troubled Water
The first half of 2022 was, from an investment standpoint, one for the record books. Markets confronted a perfect storm, one with hurricane-force winds.
2022 | Q1 - The Fog of War
The world has been upended by Russia’s military invasion of Ukraine. As the most significant land war in Europe since World War II plays out before our eyes, it gives us a first-hand look at the strategic and moral vagaries often referred to as “the fog of war.”
2021 | Q3 - The Conversations that you Never Hear
The music has gone on-and-on for the better part of the last decade, and investors keep on dancing. They continue to pour money into the expensive mega-cap stocks, mostly without pause, and with seemingly little consideration to the increasing risks associated with doing so
2021 | Q2 - The Future is Not Something to Predict… But to Navigate
People have long been tantalized by the purported ability of some to predict the future. Whether it was fortunetellers, palm readers, Las Vegas odds makers, or computers spitting out algorithmic models, predictions have always captured the imagination.
2021 | Q1 - “Shall We Play a Game?”
Investing is not a game, and poor decisions can have “nuclear” consequences. For these game-players, there has been no shortage of faddish investments into which they can direct their misguided money.