top of page
Search
Derek VanGenderen
Jan 30, 20243 min read
The Story is the Same as Ever
Morgan Housel recently released his second book, Same as Ever, a follow-up to his first book, The Psychology of Money. The premise is...
Perron Team
Dec 18, 20238 min read
12 Themes for 2024
1. Healthcare – Pandemic Hangover is Eclipsing and setting up for outperformance relative to the S&P500 Healthcare has historically been...
Chris Bolton
Dec 7, 20235 min read
Forget Reindeer, the Bond Market’s Sleigh is Being Pulled by Bulls
The debate is focused on when rate cuts begin, how quickly central banks will cut short-term interest rates, and how many cuts will occur.
bottom of page