Category

Industry News

August 2016

//
Comment0
/
Categories
The Search for New S-Curves We have written extensively over the years about searching for new S-Curves: technologies and innovations that enjoy rapid, and in many cases game changing, growth. Some examples are biotechnology, internet, wireless technology, nanotechnology, cloud computing,...
Read More →

July 2016

//
Comment0
/
Categories
Markets Continue to Deliver After a mid-year review and a reflection on the durability and strength of this current bull market, we note the relentless determination of markets to drift higher despite the “weather conditions” of an extremely challenged global...
Read More →

June 2016

//
Comment0
/
Categories
A New S&P Sector is Born After the market closes on August 31st, Real Estate Investment Trusts (REITs), which are required to pay out 95% of their income to investors, will become the newest GICS sector (GICS is the leading...
Read More →

May 2016

//
Comment0
/
Categories
From ZIRP to NIRP Over the last seven years, global central bank policy makers have moved from Zero Interest Rate Policy (ZIRP)—and now in a move that is unprecedented—to Negative Interest Rate Policy (NIRP). There is no doubt that this...
Read More →

April 2016

/
Posted By
/
Comment0
/
Categories
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...
Read More →

December 2015

/
Posted By
/
Comment0
/
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...
Read More →

November 2015

/
Posted By
/
Comment0
/
Categories
“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...
Read More →

October 2015

/
Posted By
/
Comment0
/
Categories
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...
Read More →