by RMCM | Feb 19, 2021 | Commentary, Newsletters
Waves are common, yet hardly predictable. Some barely get going and others travel thousands of miles. Individual small wavelets often die out, yet many combine until they break and lose their energy at the shore. The process continually repeats. And so on and so on....
by RMCM | Oct 13, 2020 | Commentary, Newsletters
The question that seems to be on most people’s minds these days goes something like this: “How can the market possibly be trading near all-time highs when we find ourselves pinned by a deadly global pandemic, struggling against a deep economic recession, challenged by...
by RMCM | Jul 20, 2020 | Commentary, Newsletters
There is a Twitter account started by two University of Vermont professors called Hedonometer that measures the average happiness of everyone’s tweets. On May 29th, it calculated that the civil unrest created by the death of George Floyd produced the saddest day ever...
by RMCM | Apr 6, 2020 | Commentary, Newsletters
Pulling the lens back to gain perspective can be particularly difficult when news is unfolding at such an extraordinary pace before our eyes. Add the reality that we are currently captive in a state of social distancing and economic suspension until the relentless...
by RMCM | Jan 23, 2020 | Commentary, Newsletters
Our focus has always been to avoid risk and focus on innovative opportunities that can generate sustainable earnings growth. In a world where we must cut carbon emissions, fossil fuels will continue to be losers and renewable energy and electric autos will, over time,...
by Chat Reynders | Nov 25, 2019 | Commentary, Newsletters
Ninety percent of disappointment is expectation. The election of Donald Trump in 2016 and the promise of reduced regulation, more business-friendly policies, and tax reform sparked extraordinary expectations for economic growth in the United States. From the week...
