March 2023 To Our Business Partners FINANCIAL ENGINEERING Warren Buffett’s (CEO, Berkshire Hathaway Inc.) letter to shareholders was recently released, and one of the things he talked about was the questionable practices involved in public [...]

February 2023 To Our Business Partners A TALE OF TWO TAILS ... and the dangers of indexing and being tied to a benchmark index.  Most popular stock indexes, such as the S&P 500, are capitalization [...]

December 2022 To Our Business Partners ARE WE THERE YET? As we write this, the stock market is going through another period of volatilty which has become all-too familiar over the last year or so. [...]

November 2022 To Our Business Partners SPECULATIVE PAIN In May of last year we wrote about what we saw as the folly of cryptocurrencies.  We had observed at the time that we couldn’t determine that [...]