July 5, 2024 No, the picture to the right is not the latest cover of GQ, but your esteemed Federal Reserve Chairman, Mr. Jerome (Jay) Powell. This Barrons cover from early June states he will not cut rates this year. This is consistent with the discussion in these...
April 3, 2024 Happy belated Easter to everyone. I hope you enjoyed the long weekend with family and friends. March Madness basketball started in earnest a few weeks ago as many higher-ranked seeds were ousted by the underdogs in the first round of the men’s...
January 4, 2023 Happy New Year! I hope this letter finds you well and that you enjoyed a pleasant holiday season with family and friends. Reflecting on 2023 is an interesting experience for me. I keep coming back to the class quote from Mark Twain that many of you...
October 6, 2023 I hope this letter finds you well and that you are enjoying the seasonal changes in the air and perhaps some football (not really great for this Gamecocks fan). I’m sure most of you saw the news that Jimmy Buffet passed away last month. While I...
July 7, 2023 Happy July 4th to you and yours. I hope that you enjoyed a nice, mid-week holiday and were able to stay cool. We have many exciting firm updates for you this quarter, but of course we will start things off with an around-the-horn look at what is happening...
