Blog & Updates
The Tyranny of the Voting Machine
In last month’s newsletter, I made the contention that markets no longer serve as the long-term weighing machine once articulated by Benjamin Graham. I explored this idea further in June’s newsletter.
A Newsletter (& Blog) Mini-Manifesto
April brought the launch of our client newsletter, and I thought the Mini-Manifesto I wrote to kick things off appropriate for the blog as well.
All That Glitters
Gold’s mere mention is sure to elicit a host of strong responses in professional and non-professional inventors alike. We tend to land in the more favorable camp in the great debate and believe that gold has a role to play in most investors’ portfolios. However, its role will often vary according to the economic backdrop.