Investment Letters

“Cleopatra’s Nose” and the Search for Clarity

October 30, 2020

Finding Realities Beyond the Visible

July 9, 2020

Imagining the Possibilities

April 11, 2020

Time tested investing principles are the key to staying on course during turbulent times.

Pragmatic Optimism – A Perspective for Investors

February 26, 2020

Secular optimism drives the stock market. It comes from the belief and the knowledge that over time our American economy and our American companies grow and prosper as indeed they have since the founding of the nation 245 years ago.

Political Risk Enters, Stage Right!

November 12, 2019

Smoot-Hawley – A Tale of a Tariff Tussle Gone Wrong

July 22, 2019

Charting a Middle Course Between Uncertainty and Hope

April 12, 2019

Investment Timelines and the Value Of Perspective

January 27, 2019