The Netflix Rerating (NFLX)
Netflix reported its 3rd quarter earnings last week and it is clear that investors did not know what to make of the situation. The company's share price ripped higher in…
How the Blockchain is Powering Our Future
While the blockchain is primarily associated with cryptocurrencies and the financial industry, the true potential of blockchain technology is much broader. Innovative startups are already finding ways to leverage blockchain…
Predicting the Future of Media and Entertainment
Digital… Everything is going digital. There was a time when people would read. Now people prefer to watch a view or listen to a podcast. This means the media landscape…
Boeing… “Just What I Needed”
The late great rock band The Cars released a hit song in 1978 called "Just What I Needed." The song was written by one of its founders and lead singer…
Dollar Update: Has Something Changed?
We have been watching the dollar with particular interest as we think it has an important message to play in the performance of various asset classes around the world. We…
Treasury Bonds
It is safe to say that in our opinion, Long-Term Bonds be they Governments or Corporates are the most overvalued asset in the market place today. But what we find…
How the World’s Most Elite Growth Investors Pick Stocks
Investing can be extremely psychologically demanding. Not only are you up against the world’s best investors, but you’re also up against yourself. It’s easy to get caught making irrational decisions…
GDP Growth Isn’t the Same Thing as Economic Growth
To gain insight into the state of an economy, most financial experts and commentators rely on a statistic called the Gross Domestic Product (GDP). The GDP framework looks at the…
Options Expiration (10.18.19)
Standard monthly options will expire at the end of the week. We have 9 open positions that we would like to address. It is important to reiterate that when we…
Price Stability Is Overrated
We think inflation targeting a Keyensian form of price stability is poor economic policy for a number if reasons. (1) Price inflation results from our savings being worth less over…