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Predictability, Still Important

On February 28, 2013 we posted a blog titled, “The importance of predictability or, just tell us what the rules are.” The themes discussed in that blog remain just as relevant today, despite changes in Congress and the White House. It is difficult to overestimate the importance of being able to plan ahead. Investors in […]

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Coin of the Realm – Update

On Feb 28, 2018 we posted a blog titled, “Coin of the Realm”, in which we suggested that legal tender is what the government says it is and governments don’t like competition. Recently, Facebook announced plans to introduce Libra, a permissioned blockchain digital currency.  The project, currency and transactions are to be managed and entrusted […]

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Interest Rate Paranoia

It seems that the financial media is currently consumed with short-term interest rates, persistently and continuously over-analyzing the prospects for even the smallest shift in Federal Reserve Board (FRB) thinking. This is not useful.  Investors are likely to be best served by developing, and then sustaining, a long-term investment strategy that suits their specific circumstances. […]

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