The Market in Pictures, December 2

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   JL: This year stands alone in modern history, for its combination of stock / bond weakness   Data as...

Interest Is The Barometer of Trust

I’ve been reading Edward Chancellors book The Price of Time over the last couple weeks. It’s a bit dense but found it thoroughly interesting and informative. Basically the entire book walks through the importance of interest and the role it has played in forming our...

The Market in Pictures, October 7

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence:   JD: We’re going through an investment environment that requires a multi-decade look back to find comps  ...
Everything is a DCF

Everything is a DCF

We are three quarters through 2022 and it’s been a tough year. We’ve weathered this market turmoil, but I’m fully aware being down ‘less’ is not something most investors view as a win.  Let’s recap what’s happened, while keeping our focus forward. The windshield...