06 Apr Cross-Currents
SUMMARYThe rally from 2017 continued into late January as a strong earnings...
Research & Insights
01 Apr March 2018 Cartoon: Who’s Driving?
March 2018 Cartoon: Who's Driving?...
19 Mar COTW: No Revenue, No Problem
The chart below can be downloaded here. There is no hard-and-fast rule, but...
09 Mar How's Your Balance Sheet?
Today is the nine-year anniversary of the second longest bull market since WWII. U.S....
26 Feb COTW: Berkshire Hathaway's Growing War Chest
The chart below can be downloaded here. Berkshire Hathaway is now one of...
22 Feb WindRock Roundtable: What's Next in 2018?
In December we participated in a roundtable discussion with Rick Rule, John...
19 Feb COTW: The Dog That Wags All Tails
The chart below can be downloaded here. Given the recent increase in volatility,...
16 Feb Don't Panic?
A few weeks back a well-respected and prominent hedge fund manager made...
16 Feb COTW: Wall of Worry?
The chart below can be downloaded here. It is said that bull markets...
06 Feb Bubbles, Bonds & Diversification
On February 5th two bubbles burst: the first was the tulip bubble...