China's Unfolding Equity Bull Market
By: Louis Vincent-Gave Take Our Compatibility Survey For all the growth in the Chinese economy over the past two decades,…
Did AI Just Have its iPhone Moment?
Take Our Compatibility Survey Introduction Investors that read or listen to Louis-Vincent Gave are likely familiar with his assertion that…
Did AI Just Have its iPhone Moment?
Take Our Compatibility Survey Introduction Investors that read or listen to Louis-Vincent Gave are likely familiar with his assertion that…
The Year It’s Been
By Louis-Vincent Gave Take Our Compatibility Survey Imagine an investor who had prior knowledge of this year’s major events—but no…
Year-End Tax Memorandum
By Wm. Kelly Sterling Take Our Compatibility Survey As another challenging year ends, it is important to keep abreast of…
What Really Matters?
By Howard Marks Take Our Compatibility Survey There are few figures in our industry that I consider “can’t miss” contributors…
Unicorns Surprise Despite Slowdown in Activity
Take Our Compatibility Survey Over the past four years, we’ve published a popular series highlighting a handful of Initial Public…
The FTX Bezzle
By Louis Vincent-Gave Take Our Compatibility Survey Almost 70 years ago, John Kenneth Galbraith explained that during a bull market…
Updated Guidance for Inherited IRAs
Take Our Compatibility Survey When the SECURE Act went into effect in 2020, it significantly changed how beneficiaries take required…
Are Markets Right About Inflation?
By Tan Kai Xian Take Our Compatibility Survey Today we publish our Strategy Monthly chartbook, which argues that after a year of…