Year End Review and Outlook 2018
An Improving Outlook… Many felt that 2017 would represent a continuation of the previous year’s excitement, tumult and unpredictability....
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Second Quarter 2017 Review
Reasons for Optimism Yet again, we saw equity markets continue to rise amidst an improvement in the outlook for global growth. The U.S....
Patience in Investing: A Lesson From Berkshire Hathaway's Annual Meeting
Last month, I had the opportunity to attend Berkshire Hathaway’s Annual Meeting. This “Woodstock for Capitalists” fully lives up to its...
First Quarter 2017 Review
An Encouraging Start Unlike in recent years, the beginning of 2017 was not marked by a great deal of market volatility, but rather a...
Year End Review & Outlook 2017
2016: Learning to Expect (and Accept) the Unexpected When this year began, it seemed as though markets had priced in, with a good deal of...
Third Quarter 2016 Review
Summer Slowdown It is certainly no secret that the summer months tend to be among the quietest for markets. Yet this year’s lull was...
Industry 4.0: A New Era In Manufacturing
For most, the term “Industrial Revolution” invokes images of steam engines, textile mills and gas lighting. However, this was but the...
Second Quarter 2016 Review
Britain’s Way Out After a chaotic start to the year, it seemed that markets were ready to find a new, calmer pace. For most of the second...
First Quarter 2016 Review
Another False Start Much like the beginning of the past two years, the beginning of 2016 was marked by a great deal of market volatility....
Year End Review and Outlook 2016
2015: Meeting Expectations? It seems that, as each year comes to a close, investors everywhere want to discuss what they believe lies...
Third Quarter 2015 Review
Cause for Concern? At this point, the return of volatility to the markets is old news. Over the course of this year, we’ve already...
Using Near Field Communication Technology to Improve Public Transportation
In an increasingly urbanized world, never before has public transportation been more important to moving people from point A to point B....
Second Quarter 2015 Review
Fasten Your Seatbelts... For quite some time now, market pundits have discussed an impending return of volatility to global markets....
First Quarter 2015 Review
Off to a Shaky Start Much like last year, the first quarter of 2015 was marked by sharp spikes and gradual drops in market volatility....
Meet the Mittelstand: Lessons from Germany's Unseen Dynamos
With the European debt crisis approaching its sixth year, many investors in Europe have been disheartened by a seemingly constant cycle...
Year End Review and Outlook 2015
2014: Defying Expectations As we entered 2014, it appeared as though it would be a somewhat quiet year. After outsized gains in US...
Third Quarter 2014 Review
Exceptional...for all the wrong reasons. While the summer months often mark a lull in the markets, the third quarter provided plenty of...
Second Quarter 2014 Review
Against All Odds At first glance, the impressive market performance we saw in this quarter seemed against all odds. US economic data was...
Manual of Ideas Interview: Macro Considerations in Value Investing
“Manual of Ideas” interviews our Head of Investment Research, Zach Olson, on taking a top down approach to value investing. DISCLAIMER:...
First Quarter 2014 Review
Managing Expectations Many expected the first months of 2014 would be uneventful, with markets pausing after their impressive run last...