In a recent edition of these musings, we looked at the pending creative disruption triggered by the rush toward driverless vehicles.
This week, we are going to look at another disruptive technology: the inevitable and imminent adoption of the blockchain, and its impact on a wide range of transactional industries, including banking, investing, and everyday commerce.
I am in an Argentine frame of mind, having worked the last two mornings in a winery sorting and crushing grapes. Therefore, as the Parade rolls into sight, I’m listening to the classic tango, Por Una Cabeza by Carlos Gardel.Continue Reading »
The S&P 500 and DJIA haven’t seen a 1% drop since October 2016. For some perspective, Hillary Clinton was the presidential frontrunner the last time markets fell 1%. This is the longest such streak for both indices in over 20 years.
In February, the DJIA recorded its longest “winning streak” since 1987. It closed 2,000 points above its 200-day moving average for the first time ever.
Also in February, the combined market cap of the S&P 500 topped $20 trillion for the first time. Its market cap has increased by over $2 trillion since the election—staggering.Continue Reading »
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Using a disciplined process, finely tuned over long careers, our analysts uncover overlooked or underappreciated investments. Before any investment is recommended to clients, it must also first be analyzed using our proprietary CIQS quant model to dispassionately confirm the inherent value and the absence of significant downside risk.