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Category: Quarterly Commentary

Each quarter, we review the market and present fresh perspectives on topics that engage our community of informed investors.

Posted on April 12, 2024October 14, 2024

Emotional Intelligence: Why can it make you a better investor?

Posted on January 12, 2024April 12, 2024

Five things we’ve heard in 2023.

Posted on October 12, 2023October 16, 2023

Lessons from a legend: How the wisdom of Bernard Baruch applies to investing in 2023 and beyond.

Posted on July 13, 2023December 27, 2023

Technical and fundamental analysis: Bringing them together and playing the piano with both hands

Posted on April 14, 2023September 22, 2023

Don’t get fooled again: Three lessons from early 2023

Posted on December 12, 2022September 22, 2023

Surprises and realities: Making sense of 2022

Posted on October 12, 2022February 16, 2023

Navigating short-term challenges with an eye on the long term

Posted on July 14, 2022February 16, 2023

Management of risk, not returns

Posted on April 14, 2022February 16, 2023

A new global crisis: Focus on what you can control

Posted on January 13, 2022February 16, 2023

The Miracle of Compounding

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