Cancer: A New Game

“Cancer didn’t bring me to my knees, it brought me to my feet.”                                                               Michael Douglas, Actor The medical community is in the midst of […]

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Autonomous Vehicles

“I thought cars were the dominant lifeform.  I was trying to introduce myself.”                                                             Douglas Adams, The Hitchhiker’s Guide to the Galaxy As investors in an […]

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2018 – The Year Ahead

What a year 2017 turned out to be for the financial markets.  It began with both hope and trepidation on the part of many regarding the uncertain economic and political environment following the U.S. Presidential election.  It is ending as one of the strongest years for the stock market since the Great Recession. What caused […]

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Entertainment 2.0

In the past two decades, the Internet has had a radical impact on a number of industries.  This year has continued to highlight the already fairly obvious damage to traditional, even iconic, retailers.  Our focus for this Investment Strategy Update, however, is on the less obvious conflict in the entertainment industry, where the old guard […]

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Millennials: What Goes Around…

“This generation of Americans has a rendezvous with destiny.” – F.D.R. More than eighty years ago President Roosevelt used these words to describe the young men and women coming into adulthood between the later years of the Great Depression and the beginning of WWII.  The profound changes that occurred during the years of this “Greatest […]

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Anti-Aging and Vitality

“The future ain’t what it used to be.” – Yogi Berra From time immemorial, mankind has been searching for ways to live longer and more vital lives.  Ponce de Leon’s mythical search for the fountain of youth may have been a fool’s errand, but what is the outlook now, given the incredible recent advances in […]

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2017 – The Year Ahead

In what was possibly the most contentious and emotional Presidential election in recent times, the stage has been set for a new political and economic environment in the year ahead.  Populist sentiment led the voting and the results have immediately altered the status quo.  Very few Americans did not have a strong opinion about this […]

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A New Housing Bubble?

In our March 2012 Investment Strategy Update, Housing – the Bubble, the Collapse, the Recovery?, we assessed the U.S. housing market, concluding that we had seen the bottom and were likely to witness a reasonable recovery.  Today, most people would acknowledge that the recovery in home prices has been more than reasonable.  In fact, some […]

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Y = C + I + G + (X – M)

Those who have taken economics courses may remember the equation above, which lists the components of GDP.  GDP (Y) is the combination of consumption (C), investment (I), government spending (G), and net exports (exports (X) less imports (M)).  The recovery that began in 2009 in the United States has been tepid relative to previous recoveries […]

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Keep Calm and Carry On

slogan created to boost morale of the British civilian population during World War II Malcolm Gladwell once wrote about the nature of courage in the context of The Blitz in London.  By 1940, basically all of Europe had fallen before the Nazis – France, Scandinavia, and the Low Countries — while Italy was a German […]

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