“To think that the new economy is over is like somebody in London in 1830 saying the entire industrial revolution is over because some textile manufacturers went broke.”
- Alvin Toffler; Author of Future Shock; 1928-2016
This note will put the new economy in context, highlight one amazing decade and discuss whether the altered contour is cyclical or secular – with different investment implications to each.
“Destiny is that which we are drawn towards and fate is that which we can run into”.
- Wyatt Earp; 1848-1929
Sad conclusion Mr. Earp, but understandable considering your life on the run. We not only believe in reaching for destiny; our entire business mission is built around guiding you there. Please consider us your financial shepherd.
This note will address the development of maps and some basic rules for the road.
“Surprise, surprise, surprise.”
- Gomer Pyle (1962-1969); Character played by Jim Nabors in The Andy Griffith Show
Surprise indeed. The same group of experts that missed BREXIT were right back at it on Tuesday, November 8, 2016. This note will focus on the financial markets heading into the election, how we were postured, how the markets responded, and potential changes in our strategies.
Glass shattered, in slow motion, when Ella Fitzgerald reached a sufficiently high note during a 1971 television commercial. Her recorded voice, subsequently played back on audio cassette, replicated the results, giving birth to a classic advertising slogan, “Is it real or is it Memorex?” (1)
This note will focus on the identification of what we deem “real” in an increasingly distorted atmosphere.
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