Welcome to our blog. We model Buffett’s approach to educating clients on the discipline of compounding wealth through value investing, not investing in things we don’t understand, avoiding noise and distractions and not being concerned if the market discounts or undervalues our companies.
Our views on investment strategy, given the events of the past week and their impact on equity and fixed income markets....
This week, we tackle the primary factors driving sovereign yields higher – and the implications of those developments for the economy and investors....
The Q2 earnings report season is nearly complete and it’s been nothing short of a barnburner....
Global trade has become an increasingly hot button issue in recent years after significant supply chain vulnerabilities were exposed by a combination of unusual economic events and shifting geopolitical priorities....
The equal-weighted S&P 500 index and the S&P/TSX both hit new highs this week....
Investors are entering the Q2 reporting season buoyed by lofty expectations rooted in unexpectedly robust Q1 results....
This week, we delve into the many ways the stock and bond markets have evolved to provide enhanced breadth, depth and adaptability for an ever-widening circle of participants....
In recent years, the global order has rearranged itself on a number of fronts. Some shifts have been subtle and cumulative....
Equity and fixed income markets navigated a minefield of potentially damaging disruptions during the second quarter before ending on solid footing....