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The CARES Act and the Future of Your Business

On Friday, March 27, Congress passed the Coronavirus Aid, Relief, and Economic Security (“CARES”) Act. What does this mean to […]

In our recent memo, we discussed how we are likely far from containing the spread of the COVID-19 virus based […]

The world has never experienced a disease outbreak like this one. It’s LIVE, with dramatic pictures, live data and videos. […]

Most important decisions we make in life involve two elements: the objective, measurable facts, and our subjective views on the […]

Do you remember a long time ago in 2016 and 2017, the biggest risk for bonds was the Fed raising […]

High volatility and sharp losses in equity markets around the world in the past few weeks caused much anxiety among […]

The following is a bird’s-eye view of today’s markets. As portfolio managers, our duty is to understand what drives each […]

We wrote a lot about the bond market in the last year, so the recent action in treasuries is not […]

Real estate and its sectors is one of the most important asset classes in long term portfolios, and for good […]

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