One major impact from Russia’s invasion of Ukraine has been to pour fuel on the fire of rising commodities. And, as we are often reminded during crises, it’s difficult to see...
Recent Posts
It’s only a month, but value stocks have significantly outperformed growth out of the gate in 2022. While we won’t try to make a call on whether this is a long-term rotation, we...
Rarely can entire markets be characterized by a broad, sweeping statement. Instead, we often find there are “markets within markets” – pockets of the stock universe that are...
Banks are on pace for their biggest year of M&A activity, in terms of dollar volume since the financial crisis, confirming one of our investment theses for the industry. And we...
It’s hard to have conviction in a company’s direction without thorough knowledge of the people steering the ship. As such, we place a high priority on getting to know management...
Some of the most common questions we hear from advisors today are “Can the outperformance of value stocks continue?” and “How long might the outperformance last for?” While we...
Last week* we reflected on the trillions of dollars of government stimulus and monetary support that has left the United States awash in cash. The result of all of this has...
After the new $1.9 trillion stimulus package was passed along party lines early in the year, the multi-trillions of dollars of government stimulus and additional trillions of...
Successful investing doesn’t have to mimic rocket science. Warren Buffet breaks it down well in his first two rules of investing:
Businesses purchase insurance for vehicles, property, liability, and employees, among others. Workers’ compensation insurance is mandated by law, but most other coverages are...
