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Markets & Economy
Inflation and the Great Resignation
January 04, 2022 | Investing
Nearly four months since the stimulus funds ended, the US economy is relatively in the same place it’s been all year. The economy is running hotter than it has in a long time, prices are clearly rising, and quality labor is still hard to find. Surging economic growth without inflation is the …
For Sale: Real Estate
December 20, 2021 | Investing
The real estate market has done well this year as supply shortfalls and a demand surge sparked sharply higher prices. As with most industries, the pandemic-induced supply chain disruptions have caused a variety of issues in the construction industry, in ways that may leave a long-lasting …
An Intervention for Energy and Oil
December 07, 2021 | Investing
News last month that President Biden directed the Energy Administration to unleash 50 million barrels of oil from the US Strategic Petroleum Reserve (SPR) sparked renewed hand-wringing over US energy independence, as well as concerns over inflation broadly. According to the White House, the US …
Talking Facebook and the Metaverse with Jay Welles, Lead Tech Analyst
November 04, 2021 | Investing
Facebook can’t seem to stay out of the news, and its latest foray is one of its wildest bets yet. Late last week, Mark Zuckerberg, chief executive of Meta, the company formerly known as Facebook, announced a firmwide rebrand as the digital media giant seeks to refocus on the next frontier of …
Cruising Through the Economic Cycle
October 18, 2021 | Investing
September has historically been the worst month for equities, and this year has proved no different. What was a calm start to the year has turned a bit choppy of late, with a whole host of risks now weighing on financial markets. While some issues such as the debt ceiling seem to be resolving …
Revisiting the Opportunity in SaaS
September 29, 2021 | Investing
The days of downloading software to your desktop or a local server now seem like a distant memory. Today, software is increasingly hosted in a remote datacenter (aka the “cloud”) and accessed on the Internet via a web browser or mobile app. The implications are far reaching. The shift has not …
Investments that Chug Along
September 14, 2021 | Investing
It isn’t the flashiest of businesses, but the steady railroad industry keeps on chugging along. We see opportunity in a few of the North American rail operators and lay out our view for how we are thinking about the space.
Our Perspective on Afghanistan
August 30, 2021 | Investing
The situation in Afghanistan is quickly evolving. As the US Military works to ensure a safe evacuation for as many Americans and Western allies as they can, a stark reality is beginning to set in. The Taliban have taken over, and their rules are now reality for the approximately 40 million people …
China's Private Sector Crackdown
August 11, 2021 | Investing
China has been a bit of an outlier globally in terms of its response to COVID and the resulting economic cycle that has followed. Conspiracy theories and differences of opinion with regard to the origin of the virus aside, one could argue that China was uniquely suited to handle this pandemic from …
Understanding Blockchain and Digital Assets
July 27, 2021 | Investing
From Bitcoin to Top Shot to Ethereum to tokenized tweets, digital assets are everywhere today. Despite their controversy, volatility, and sometimes illicit use cases, it is increasingly likely they are here to stay. We believe it would be valuable to provide some degree of clarity about digital …