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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 …
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Dusting Off the Textbook
By John Petrides on December 14, 2022
“Not since the 1970s…” This line has been a common reference used over the past ten months to discuss the current macroeconomic and financial market conditions. The fall from grace in growth stocks is similar to the collapse of the Nifty-Fifty during the disco era. Tensions with Communist China have increased, and the Russian war …
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To The Power Of…
By Alexander Stock on December 21, 2021
Elementary school math classes often begin with the core facets of arithmetic: addition, subtraction multiplication and division. Derivatives come later, in the middle school years: exponents, factorials and PEMDAS[1], show how big numbers can get, quickly. Coupling this basic math with portfolio management and stock investing can yield attractive results. Specifically, compounding is a focal …
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A View on China and Implications for (Un)-Biased Investing
By Alexander Stock on March 30, 2021
When I arrived in Hong Kong five years ago, I was enamored by images outside my window in the distance of neat rows of Chinese primary school children in uniform singing the March of Volunteers as the Five-starred Red Flag was raised in the courtyard. I asked myself: was this not the same as Americans …
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Be a Bear-Market Buyer
By Joseph Piropato on May 15, 2020
The stock market’s wild swings so far in 2020 have been enough to unnerve many experienced investors. And while it’s extremely important to be mindful of near-term liquidity needs, we believe it’s essential to be a buyer in a bear market in order to build long-term, multi-generational wealth. In sharp drawdowns and bear markets that …
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