

Cash is (almost) King!
Cash is back in style. Money-market funds saw their assets grow by $2 billion in between year-end and January 17, 2019 according to...
Martin Fridson, CFA
Feb 7, 20193 min read


"Landlord or Tenant"
Our new 2018-2019 Annual Letter, "Landlord or Tenant" is out! Read our investment outlook for 2019 and beyond. Click here!
Michael Livian, CFA and Martin Fridson, CFA
Jan 31, 20191 min read


The Price of High Income
During the past two months, financial markets underwent one of their inevitable, periodic selloffs. From the October 3 peak to the...
Martin Fridson, CFA
Dec 6, 20183 min read


A Consumer's Guide to Economic Indicators
If you wish to eat nutritious food and buy it inexpensively, or obtain homeowners coverage from an insurance company that has a good...
Martin Fridson, CFA
Nov 7, 20185 min read


Beware of Media's Negative Bias
A client recently brought our attention to a newspaper article with this alarming headline: “Next Crash Will Be ‘Worse Than the Great...
Martin Fridson, CFA
Oct 4, 20184 min read
















