Monthly Newsletter – January 2023

By |February 2nd, 2023|

Why are the central bankers still raising rates? In this month’s newsletter, David explains that this is likely because the tools they are using are incredibly complicated to interpret and are perhaps not as relevant in today’s environment. As such, our focus will always be on the companies we own, and less about what the sometimes confused central bankers might do next.

Monthly Newsletter – November 2022

By |December 5th, 2022|

“Titan” by Ron Chernow is a titanic book about John D. Rockefeller, the richest man in the world 100 year ago. David recently waded through the 800 pages and found that it painted a terrific portrait of a very unusual man, and a very unusual period in American history. He found that there are lots of lessons to be learned from his life, and many of them seem particularly relevant right now.

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