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On value, investing, and everything in between

Rising Interest Rates and the Tide Rolls Out Sep 21, 2022

The past 14 years have seen an unprecedented level of low interest rates and public spending.  And in that time, the economy has grown and...

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A Different Kind of Recession? Jul 20, 2022

The definition of a recession is two consecutive quarters with negative GDP growth.   The consequence of negative growth.  Negative GDP...

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Inflation, it's not just for balloons May 18, 2022

The COVID pandemic has impacted the global economy in many ways.  Supply chain shortages, stimulus packages, already low interest rates, and...

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On Value and a Great Business May 18, 2022

Value investing consists of a simple premise: the purchase of an asset at a price that is significantly discounted from its value.   At some...

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