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Rare Earths and Supply Chains: Vulnerabilities Underscore the Need for Economic Shift in US

As we continue to turn the corner in our battle against Covid-19, our next great challenge will be an economic […]

As Russia continues to mobilize its forces along the Ukraine border, rampant speculation on the economic impacts of if and […]

In early 2020, the world was hit by the COVID-19 pandemic and economic activity was put on hold due to […]

At the end of 2018, we wrote about our view of the long-term debt cycle and how historically it played […]

We all understand the importance of compounding when investing long term capital. Charlie Munger once said that the first rule […]

“You can’t predict; you can prepare” is the name of a memo written by the super investor Howard Marks (which […]

In March 2020, as a response to the pandemic, the Fed initiated quantitative easing at a massive scale. Currently, the […]

If one fell into a beauty sleep on January 1, 2020, and woke up December 31, 2020, to look at […]

The COVID-19 pandemic had a fast and widespread effect on commercial real estate (CRE) as it has had on many […]

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