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 […]