China
One of the more difficult things about investing is determining what the next “black swan” event will be. After all, there is a reason why we call them “black swan” events. In case you are unfamiliar…
During the Spring of 2020, our investment committee made the relatively aggressive move to completely exit our already underweight international allocation. By completely exit, I mean none, ninguno, rien, keiner, nessuno, geen, and nashi. Our reasoning…
In 2019, I compared the passing societal discourse in the United States to the disastrous Great Proletarian Cultural Revolution in China during the 1960s and 1970s. Unfortunately, I don’t feel as though the situation has noticeably…
Last year, our Investment Committee produced a 7-part series on our predictions for what ‘The New Normal’ might look like. In Part 5, which I happened to write, I made the following prediction: “despite much wringing…
The stock market has been acting crazy recently, mostly in a bad way. Should investors be worried, and why? When the S&P 500 fell apart from 2000 to 2002, in hindsight it was easy to see…