The Case for Non-Marked-to-Market Investments

In today’s financial climate, uncertainty seems to be the only co...

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The Folly of Higher and Higher Returns

These are comments I never had with a fictional client that I hav...

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Investment Thoughts - Markets by Howard Marks, The Yen Carry Trade and EdgePoint's Journey

Every now and them we come across a real investment theory golden...

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There Seems to be a Consensus Brewing

“Be greedy when others are fearful and be fearful when others are...

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Not So Fundamental Valuations

For the past year or so, artificial intelligence or AI has been o...

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