The World Reopens
The U.S. economy continues to bounce back from the worst of the pandemic.
Tag: Economy
Despite the U.S.-China Trade Dispute, We’re (Still) Positive Stocks
We aren’t selling stocks today. We’re buying more–because we trust our process and the drivers behind it.
Stock Markets Presently Offer Short-term Gains, and Long-term Pain
While markets may continue to climb to new heights, they do so on the shaky foundation of high operating margins and above-average P/Es. And that’s a recipe for disaster.
Private Equity Looks Set to Disappoint
By our estimates, it may be one of the worst times to invest in private equity.
A Perspective on Market Momentum
We think there are four important drivers, or forces, on the stock market and its trajectory.
Times are Ripe for Active
This is a great time to be an active manager or to invest in one.
Competing Without a Coach
Most investors still hold unrealistic expectations for future returns.