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Source: Bloomberg Two years ago, we shared a message with clients highlighting the upside potential of international stocks within diversified portfolios (International Stocks... No Longer Your Portfolio's Wallflowers). In that piece, we gently pushed back against...

If you blinked, you missed it. Between August 1st and August 5th, the S&P 500 dropped 8%, only to see those losses erased by mid-August.                                                                         (Source: Bloomberg) What caused the precipitous...

A couple of Sundays ago, I was traveling through the Columbus, Ohio airport with my daughter on a quick college visit. While addressing some (slight) jitters about the next steps of her life, I noticed that Vertiv Holdings, a Columbus-based company we currently hold...

Note: The image above was generated via an GenAI app with the prompt: “An oil painting by Van Gogh, with a robot playing chess”. Anything New Under the Sun? As the buzz around ChatGPT and other AI-powered chatbots has spread like wildfire, one might understandably...

Challenging Venture Markets Still Offer Long-Term Returns Potential Unicorns have been on the rise…  not the mythical creatures, sadly.  I am talking about privately held companies valued at $1 billion or more. The term “unicorn” was originally coined in 2013, at...