This time last year we were in the midst of the storm caused by US Feds raising interest rates from close to nothing to normal levels.  We wrote then that:…

This time last year we were in the midst of the storm caused by US Feds raising interest rates from close to nothing to normal levels.  We wrote then that:…

“The basis of successful investing is the thoughtful analysis of the fundamentals “ Philip Fisher Our World Stars Global Equity strategy has done well this year.  We are not surprised…

The Berkshire Hathaway annual meeting hosted by Warren Buffett and Charlie Munger is often called the Woodstock of capitalism. We think of it more as the Lollapalooza of long-term investing.…

“If you can keep your head when all about you Are losing theirs…”                                  …

If it was ever necessary, the last few weeks have provided an object lesson as to why quality does not matter until it does.  Over the past year, the US…

“Does volatility in market prices equal risk?”“Volatility in market prices can be an indicator of risk, but it is not necessarily equal to risk. Volatility refers to the fluctuation of…

The big money is not in the buying and the selling but in the waiting.Charlie MungerThe latest Financial Times headlines say it all: 'Kristalina Georgieva, head of the IMF, said…

2022 has provided numerous challenges, as global markets have faced rising inflation and interest rates, supply chain bottlenecks and Russia’s invasion of Ukraine. The result is a cocktail of negative…

2022 has provided numerous challenges, as global markets have faced rising inflation and interest rates, supply chain bottlenecks and Russia’s invasion of Ukraine. The result is a cocktail of negative…