This from John Steinbeck’s Travels With Charley In Search of America. I was in North Dakota two years ago seeing the Bakken oil fields. I noticed on a map a road that goes straight down the country from the Canadian border north of Minot to Brownsville, Texas. I knew a heartland American road trip was […]
News & Insights
Stocks That Do Better Over Time…
What has done well in the five years since the financial crisis? The chart below shows 5-year average annual returns for an admittedly haphazard selection of assets, styles, sizes, sectors, countries, and index providers. US real estate investment trusts did remarkably well and were followed closely by mid-cap value and small-cap growth stocks. U.S. stocks […]
Observations From The Great Minds…
Every now and then, a long-time financial writer retires and pens his parting words to a loyal fan base. These pieces are always interesting because the departing author finally gets to say what they really think. Here are few useful ones that we have run across recently. Brad Perry, former President and Chairman of money […]
Our Energy Future – Two Takes…
The Wall Street Journal turned 125 years old this month. To celebrate, the paper published a twenty-five page look at the future titled, “WSJ 125”. Daniel Yergin the well-known energy commentator and the author of The Quest gave his take on what energy will look like two decades from now. The chart at the bottom […]
So Where is the Next Economic Shock?…
I wish I knew. The nature of shocks is they usually come out of left field. But still we fret. Individual investors are apprehensive today, concerned about the recovery and wondering where the next Bubble is. Owners of stock are enjoying the fruits of a rising market but they are not true believers. Wall Street […]
Endlessly Striving and Stressed…
Whenever I visit Korea, as I did several weeks ago, the pace of change never ceases to amaze me. Fashion, food, language, and the shape of the skyline are in constant flux. More English phrases and slang pepper everyday conversation. Koreans look taller and more beautiful on each visit. Whole neighborhoods transform. There are more […]
Secular Stagnation or the Pause that Refreshes?….
For most of the last five years, economists have been scratching their heads trying to understand the causes behind the nation’s frustratingly slow recovery. High levels of indebtedness, the weak housing sector and political uncertainty have all been blamed. Increasingly, the notion that we may have entered a permanent slowdown is taking hold. While the […]
Eric Hanson Volunteered at the 20th Annual Walk for the Animals
Eric Hanson volunteered at the 20th Annual Walk for the Animals held by the Humane Society of Chittenden County on June 15th. This event is Vermont’s largest dog friendly event and features a 1.25 mile walk through scenic Burlington, a 5K Doggie Fun Run/Walk, music, Ben and Jerry’s ice cream, fun, and contests! The HSCC raised […]
Julie Won Joined the Board of Easter Seals Bay Area
Julie Won is joining the Board of Easter Seals Bay Area, a nonprofit serving over one million individuals with special needs and their families throughout the Bay Area and northern California.
Julie Won Hosted Investment Tutorial for Girls Innovate!
On June 3, Julie Won hosted an investment tutorial for the winning students of the Girls Innovate! Live business pitch event that was held in May. The girls discussed stock investment, personal finance, and business startup issues in our Palo Alto office.
Staff Completes KeyBank Vermont City Marathon and Relay
Congratulations to the H&D runners for completing the Key Bank Vermont City Marathon and looking as good after the race as before!
What are the Secrets to Life?
I’ll get to that in a minute. First an explanation of how this newsletter gets put together. We all read widely here, newspapers, magazines, trade journals, the internet, etc., and when we find interesting articles we clip them and add them to a big pile which accumulates by the inch and then by the foot. […]
