Contributors

The number one question I am asked by clients, friends, readers, and random strangers is, are we going to have inflation?

Over the last six months we have skewed our portfolio more towards defense companies. We have done this intentionally. The world appears less safe today than at any time since the Berlin Wall came down.

The S & P 500 struck 33 new "All Time High" (ATH) levels in 2020, a year that also saw a major market value melt down in March and significant volatility throughout. This year began

The hedge fund industry is dynamic, comprising of numerous strategies that attract varying degrees of interest over time. Demand for each strategy is impacted by many variables

Pipelines are undergoing a renaissance today, but it’s not the one you think. The previous renaissance of shale oil and natural gas development was anything but a good outcome for

With millions of American workers invested in 401(k) plans, they want to know that their retirement savings are in good hands.

Despite the economic havoc COVID-19 caused, the work culture of some companies has stayed solid. But amid big changes and continuing uncertainties, that foundational element of

Continued market volatility and general uncertainty prompted investors to seek protection.

Fifty-Six years ago, in Investments 101, "Pistol Pete" Williams jumped up on the chair next to his desk, pointed his fingers at his students and proclaimed: "if you don't take the time to

Investment portfolios perform best over the long term when cost based ( working capital) asset allocation is used to keep the investment management decision maker (the investor)

The financial industry has been going through a Renaissance since the technology revolution, just as the world has. The problem is we are confusing gathering

With external factors shutting down many of our daily habits and altering our professional lives, we naturally seek guidance to navigate the unknown.