On August 9th of last year, we published on this website a commentary on what amounted to be a prelude to our September newsletter, regarding the Chinese bubble. A few […]

For the second part of our series on global hot spots, it should be pretty obvious where the news waves would have us cover: the Middle East, which might be […]

A few weeks ago we wrote that we are optimistic that another deep crisis will be avoided and that the Euro will survive. Recent developments and scenarios are unfolding that […]

We’ve mentioned on several occasions in previous newsletters and commentaries our positive growth outlook for numerous emerging economies in the near future and the growing interconnectedness among them. This isn’t […]

We have written briefly before (July 2010 commentary) on the dangers of the municipal bond market. In this commentary we make the claim that the housing sector leaves a mark of hysteresis […]

Yesterday we ran performance reports for our portfolios1.  Our composite return across all portfolios was 18.11%.  For comparison, our aggressive portfolio’s aggregate return was 35.95%.  Annualized, these figures would exceed […]

On Logos, Retooling Growth, and Contagion Fears: Conventional and Non-Conventional Thoughts on the Occasion of the Days at the Dawn of 2011 A few months ago on this part of […]

The late Kenneth Lay of Enron renamed his company from Enteron to Enron and moved the headquarters to Houston, Texas, ready to become the global trading conglomerate of energy, with […]

One of the great joys of my job is to meet old and new friends who teach and/or remind me of marvelous concepts and ideas. One such incident happened about […]

Fact 1: In the early 1990s, if it were not for Europeans and the US, Germany would have had a pretty rough and bumpy ride towards its reunification. The direct […]