Research & Insights

06 Apr Cross-Currents

Posted at 03:11h in All, Commentary

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SUMMARYThe rally from 2017 continued into late January as a strong earnings...

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01 Apr March 2018 Cartoon: Who’s Driving?

Posted at 05:22h in All, Cartoons

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March 2018 Cartoon: Who's Driving?...

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19 Mar COTW: No Revenue, No Problem

Posted at 16:18h in All, COTW

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The chart below can be downloaded here. There is no hard-and-fast rule, but...

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09 Mar How's Your Balance Sheet?

Posted at 20:12h in All, Blog

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Today is the nine-year anniversary of the second longest bull market since WWII.  U.S....

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26 Feb COTW: Berkshire Hathaway's Growing War Chest

Posted at 13:51h in All, COTW

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The chart below can be downloaded here. Berkshire Hathaway is now one of...

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22 Feb WindRock Roundtable: What's Next in 2018?

Posted at 05:16h in All, Blog

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In December we participated in a roundtable discussion with Rick Rule, John...

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19 Feb COTW: The Dog That Wags All Tails

Posted at 20:20h in All, COTW

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The chart below can be downloaded here. Given the recent increase in volatility,...

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16 Feb Don't Panic?

Posted at 16:14h in All, Blog

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A few weeks back a well-respected and prominent hedge fund manager made...

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16 Feb COTW: Wall of Worry?

Posted at 15:52h in All, COTW

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The chart below can be downloaded here. It is said that bull markets...

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06 Feb Bubbles, Bonds & Diversification

Posted at 18:43h in All, Blog

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On February 5th two bubbles burst: the first was the tulip bubble...

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