Capital Markets and Macro Economic Analysis

Two Big Ideas for 2024

31 January 2024 We meaningfully outperformed the market last year – our greatest achievement to date given how difficult that proved to be in the first “stock picker’s market” seen in a long time.  As much as we enjoy sharing our insights, we are a small operation; insights are the last priority of work. [ Read More ]

Two Big Ideas for 20242024-02-02T00:09:38-05:00

2022 Update Part I – We were ahead of this rally

11 August 2022 Our Founder discusses why we were ahead of the July rally despite bearish views on the macroeconomic outlook and Federal Reserve policy.

2022 Update Part I – We were ahead of this rally2022-08-28T18:00:32-04:00

2021 Update – Part II

22 October 2021 How we see year-end unfolding plus a name we like right here.

2021 Update – Part II2022-08-28T17:58:34-04:00

2021 Update – Dux is up over 45% YTD

27 August 2021 Our Founder discusses specific names highlighting what's worked and what hasn't so far this year, provides an update on some major themes discussed at our last virtual event, and outlines what we're watching going forward into YE.

2021 Update – Dux is up over 45% YTD2022-08-28T17:58:05-04:00

Changing Attitudes in the US: “Live and Let Die”

06 May 2020 Some Americans' initial and relatively short-lived bravado for flattening the curve has quickly shifted over recent weeks.  Ultimately, this is not surprising as the types of sacrifices that would have been required to sustain a suppression of the outbreak in the US have not been seen in generations.  Now, many people either [ Read More ]

Changing Attitudes in the US: “Live and Let Die”2022-03-05T12:36:11-05:00