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Quarterly Commentary
America at 250: A Story of Reinvention
It's tempting to credit America's success to whichever breakthrough technology dominates headlines. Today, it's Artificial Intelligence (AI). Before, it was the internet, personal computers, and electricity. But the most enduring competitive advantage is the system itself. It repeatedly commercializes new ideas, attracts capital, and scales businesses on a global stage.
Read moreNo Pain, No Gain: Dealing with Volatile Markets
The best (though understandably frustrating) explanation for the present volatility is that stock markets are doing what they often do in the short-term: fluctuate unpredictably.
Read moreRisk Is Counterintuitive: Avoid Following the Herd
Fear of the unknown is an instinct that helps us survive, but acts against our better judgment as investors. It pushes us toward the perception of safety....
Read more“The Market Is at an All-Time High…” What Does this Mean for Investors?
"On a daily basis, the S&P 500 trades at an all-time high 7% of the time and trades within 5% of an all-time high 36% of the time. This means that on 43% of all days, since the S&P 500’s...
Read more“Emerging markets” is an asset class of developing countries that share little in common geographically, economically, or in size. What does unite them is higher expected returns and higher...
Read moreThe Power of Investing Diversification
Here are a couple of fantastic slides that highlight some favorite themes: diversification and the average investor's behavioral biases.
Read moreAs you may know, we're big fans of Warren Buffett. His latest annual letter to...
Read more“Market Timing” is Why Many Individual Investors Underperform the Markets
In a handful of words, this evocative quote by Tadas Viskanta - “Market Timing is a Gateway to Cash Addiction” - cuts to the core of a psychological...
Read moreThe Power of Compound Interest
Albert Einstein called compound interest "the eighth wonder of the world. He who understands it, earns it ... he who doesn't ... pays it."
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