Amazon, Apple, Facebook, and Google have a combined market value greater than the GDP of France. Stay Tuned, Disciplined & Patient! {TJM} The Investor & Character Equation (ICE) | S + R = O IMPORTANT DISCLOSURE INFORMATION Please remember that past performance may not be indicative of future results. Different types of investments
It was great, in fact it hit a two year cycle high. However, expect it to start to get “less good” in the coming quarters. As of now both growth and inflation are mapping higher on a year-over-year basis. Thus 2-year US Treasury yields continue to move higher, as the market believes that Fed will
I am sure few of you know but the United States Men’s National Lacrosse team prevailed in the World Championships earlier this month. As you can see from the chart below, we are holding up the best globally. Another intersting observation that I have been harping on is how global divergences have been a key
Nothing to see here – move along! This is a chart of Venture Capital (VC) deals. These are deals that you and I are not exposed to and typically revolve around start-ups. As you can see there is a staggering amount of money being poured into this space. As this institutional money pours in, they
NOTE: This is not intended to be an investment recommendation, just information I found interesting relating to the topic of responsible investing! Personally and as a firm we are spending more time researching the ESG space. This acronym stands for: Environmental Social Governance I wanted to highlight a few corporations who are committed to incorporating