Year: 2022

Chip Somodevilla It’s always a bit of a risk when our Friday morning commentary makes reference to what is happening in the market on the very same day that we write and publish. As of […]

Anurak Tepkhamtai While being short the Euro was a good macro trade earlier in 2022, I believe conditions have changed, as the monetary policy difference between the ECB and the Fed has narrowed, benefitting the […]

HJBC Long-Term Economic Prospects Warren Buffett uses unleveraged net tangible assets to determine what he calls the long-term economic prospects of a business. His logic is simple, increasing earnings without major capital requirements is a […]