22 Oct 2023

Portfolio Insights

We are pleased to provide a digital copy of Portfolio Insights, our quarterly newsletter. Table of Contents: Stock Market Summary Bond Market Review Thank You Short Sellers Inside the Economy You Better Think! The Big Picture Click here to read the issue: Q3 2023 Portfolio Insights

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9 Oct 2023

Active Passive Word Play

I think that most people in the investment business have at one point, or another wrestled with the question about whether the market is efficient and what you should do about it, regardless of your answer. In simple terms, an efficient market quickly incorporates news and information into prices. It’s easy to find examples of market inefficiency, like when companies added .com to their name in the late 1990s and… Read More

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