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2008: A Dark Night?
We hear stories of investors frozen in their tracks, failing to find the energy to pull the trigger on apparent opportunities. Others are fleeing equities, probably at the worst possible time to do so. We decided it was time for some perspective...
Purpose-Driven Investing
The two most important characteristics for any investment are (1) rate-of-return and (2) quality. Focusing on these two primary characteristics will tell us all we need to know about any investment or portfolio...
Rules of Engagement Redux
After several months of the nastiest markets seen in most people’s lifetimes, we were drawn to a down-to-earth set of Rules of Engagement shared by Charles Carlson back in 1998 after another particularly bad episode...
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