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The Flat-Out Truth

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Why do investors care about the shape of a yield curve?  What is a yield curve?  Check out this month’s investor briefing which explores yield curves and investigates the empirical evidence of their relationship with stocks.

April 2016

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Disruptive Innovation Disruptive innovation is a phrase coined by Clayton Christensen in 1995. It is defined as something that “creates a new market and value network and eventually disrupts an existing market and value network, displacing established market leaders and...
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February 2016

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Investment Themes for 2016: A Year of Transition Delap leverages “Thematic Investing.” Successful investors must understand how “big picture” issues such as government policy, geopolitics, interest rates, tax policies, demographics, trade relations, etc. affect sectors and industries within the economy....
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January 2016

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Tectonic Plates — Stop! Cover! Hold On! There are “tectonic plates” that must be considered periodically by investors. These include commodity prices, U.S. government tax policy, geopolitics, central bank policies, currencies, demographics and trade relations, which move meaningfully about every...
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December 2015

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2015 in Review It is our custom to review the accuracy of our Investment Themes at the end of each year. First, some observations. We have been impressed by the resiliency of the market in 2015 in spite of challenging...
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November 2015

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“Diworsification” The term “diworsification” was coined by Peter Lynch in his book, One Up Wall Street. According to Investopedia, it is the process of investing in too many assets with similar correlations which results in an averaging effect. It occurs...
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October 2015

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What’s Going Right With The World? Despite what seems to be an unending amount of bad news coming from around the world via media and research, we decided to dedicate this month’s blog to what’s going right with the world. The...
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