Value vs Growth and the Path to Monetary Normalization
Photo by cacaroot. “In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.” – Rudiger Dornbusch, economist Value investing can be a challenging endeavor, even in the best of...
King Dollar and the impact on the global monetary system
Photo by alexmillos. “I’m the straw that stirs the drink.” – Reggie Jackson (a.k.a., Mr. October), Baseball Hall of Fame Right Fielder Over the past year, strength in the value of the dollar has largely dominated asset class returns and has...