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Thought Leadership
Regimes Change, Processes Don’t
By Joseph Piropato on January 30, 2023
We hope that this finds you well and that 2023 is off to a productive and healthy start. Over the past six weeks we have caught up with colleagues, friends, family and trusted advisors, and have done a lot of reading. One piece that stands out to us is a memo by Howard Marks, who …
Read MoreThinking the Unthinkable
By Robert Kleinschmidt on November 28, 2022
In a thoughtful and wholly outside the box column, Alex To, an analyst with Cross Current Research, LLC, contemplates Nuclear War and how to survive it. His conclusions are surprising. It would be terrible beyond words for the world to experience a nuclear war, of course. Nothing surprising about that. What is surprising is that …
Read MoreTurn! Turn! Turn!
By Paul Kleinschmidt on July 27, 2022
The song “Turn! Turn! Turn!” — based on the biblical Book of Ecclesiastes – was written by Pete Seeger in the late 1950’s and recorded by The Birds in the mid ‘60’s. It reminds us that there is a time for everything in life. A time to laugh. A time to cry. A time to …
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Dissecting the Market Sell-off with Chairman Robert W. Kleinschmidt – Q2 2022
By Robert Kleinschmidt on June 7, 2022
Topic Timestamps 0:00 – 1:01: Introduction 1:01 – 1:15: Disclosures 1:15 – 4:25: Discussing the bond market sell-off with rest of the market 4:25 – 7:01: Discussion on the sell-off on the equity side 7:01 – 12:17: Inflation 12:17 – 16:01 : Rising Interest Rates and Valuation 16:01 – 20:25: Shifting sector weightings within S&P …
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The Bell Curve
By Robert Kleinschmidt on March 31, 2022
Generally, in contemplating the current economic outlook and how it will affect markets we consider the many factors at play in any one scenario: The rebound from Covid, technology advancements, the budgetary conditions, money creation and its aftermath, the level of inflation and interest rates, valuation, tax rates, regulatory policies, wage rates, unemployment, labor force …
Read MoreMutual Funds
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