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This newsletter issue focuses on long-term investment cycles, and specifically the shortages in energy and infrastructure that have become prevalent this year in part due to years of prior underinvestment, which have been further exacerbated by both ...
Sentiment on value stocks and value investing is still near a historical low point. With about 90 years of data, value stocks have historically outperformed growth stocks in aggregate, although not in every decade. In particular, this past 2010s ...
On August 28, 2020, the passing of actor Chadwick Boseman became public knowledge. The accomplished Marvel Cinematic Universe star was just 43 at the time of his death from cancer, with projects in the works. As fans and co-stars mourn Boseman, ...