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Markets & Economy
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 …
An Update on Wages and Inflation
July 07, 2021 | Investing
Inflation has moved higher in 2021 as the US economy began a once-and-for-all reopening. Surging demand, supply chain shortages, and government stimulus have combined to cause eye-popping price hikes for goods and services closely linked to a return to pre-pandemic life. In today’s blog post, we …
A Closer Look at the Housing Market
June 22, 2021 | Investing
The pressure was building for years, and the global pandemic struck the match. The US housing market is on fire. Residential homes are going for 10, 20, and even 30 percent or more over list price. There are stories of open houses so full there’s no room to move, and anecdotes of bidding wars …
Our View on Inflation
June 04, 2021 | Investing
Executive Summary Inflation is rising, and we expect it to continue rising in the near-term We believe these above-trend price increases will be relatively short-lived as the economy works through a variety of transitory issues Long-term structural forces should continue to keep …