By Howard Marks There are few figures in our industry that I consider “can’t miss” contributors in terms of financial commentary. Howard Marks of Oaktree is one of them. His vast knowledge of the economy, public markets, private markets, etc., is tremendous. Unlike most authors, he doesn’t seek to impress… Read More
Over the past four years, we’ve published a popular series highlighting a handful of Initial Public Offerings (IPOs) for investors to watch. The most recent installment, which was published in February of this year, shared a mindboggling statistic: that companies listed on US exchanges rose so rapidly in 2021… Read More
By Louis Vincent-Gave Almost 70 years ago, John Kenneth Galbraith explained that during a bull market there is a period when an embezzler enjoys his ill-gotten gains, but the victim does not yet know he has lost out. Think of rich Europeans who invested with Bernie Madoff, and spent their… Read More
By Tan Kai Xian Today we publish our Strategy Monthly chartbook, which argues that after a year of inflation being a singular global factor it is increasingly a variegated effect, region by region. In the United States, inflation remains the dominant economic issue impacting both politics and policymaking, yet… Read More
By Louis-Vincent Gave Throughout this year, I have argued that the world has entered a new liquidity crisis and an exit would require either a collapse in energy prices (as lower energy prices free up liquidity), and/or a falling US dollar (which allows other central banks to re-inject liquidity), and/or… Read More
Introduction It’s easy to forget how quickly technology has advanced over the last 15-20 years. In 2006, a small Silicon Valley startup named Tesla Motors started producing a luxury EV that could go more than 200 miles on a single charge. That same year, Amazon launched Amazon Web Services (AWS)… Read More
A cardiologist walks into a patient’s room and says, “you’re going to need open heart surgery.” At that moment, most of our minds would begin to race. One might wonder about the survival rate of the surgery. Our thoughts may shift to our loved ones, or we may have questions… Read More
Freezing your credit is a quick and easy way to protect yourself from fraudsters opening credit accounts in your name. In a time when security breaches give access to your social security number and other identifying information, a freeze helps limit access to your credit report. Access to your credit… Read More
By Louis-Vincent Gave Heading into the Jackson Hole symposium, investors are waiting with bated breath on the prepared remarks of Jay Powell. Will the Federal Reserve chair come out hawkish and so confirm the recent strength in the US dollar, the rollover in US equities and the sell-off… Read More
Evaluating beneficiary designations is an important and often overlooked part of the estate planning process. If information is missing, outdated, or inconsistent with other estate documents, it can cause the accounts to not pass as they were intended, as well as increase taxes and expenses. Keep in mind your wealth… Read More
