Archives: May 2019

9 May 2019 - 14:50, by , in Uncategorized, No comments
The global economy is highly complex and integrated. A decision made in isolation can often have wide ranging and “unexpected” consequences. The current trade and tariff war is just such an example. The US has for a long time trade deficits. These aren’t bad, they are not one country taking advantage of another. As the...
6 May 2019 - 10:13, by , in Uncategorized, No comments
Talking to a lot of investment sponsors and “opinionated” investors, I’m often times struck by how binary their decision making process is. Their “idea/product” is the greatest idea in the known universe and you would be stupid not to put all your money into it. Always a choice between A or B. Why does this...