Game Over

We are witnessing, in real time, policy makers employ a new level of financial activism. Their old toolkit was to lower interest rates to spur economic growth. That no longer works. Hence, they're resorting to radical new tools. There will be consequences --...

We are fracturing. Not just politically, but socially. It’s tempting to blame Trump or Bernie Sanders. Yet, they are merely the offspring, not the creators of this new world order. The true cause of our fracturing is a structural shift, which means we are witnessing a...

Is the stock market crazy? 

Many investors are asking that question after the recent rally. The S&P 500 is down approximately -11% year-to-date, having rallied from being down -31% year-to-date as of the low on March 23rd. Over the past twelve months, the S&P 500 is now...

Litany against Fear

 
I must not fear.
Fear is the mind-killer.
Fear is the little-death that brings total obliteration.
I will face my fear.
I will permit it to pass over me and through me.
And when it has gone past I will turn the inner eye to see its path.
Where the...

Amidst all the anxiety and scary headlines, we wanted to update you on our latest thoughts.   

A summary of what follows:

  • What this means for client portfolios

  • The perfect scenario (and hoping for – fingers crossed!)  

  • Italy - cautious optimism

  • ...

As the media coverage intensifies over coronavirus (CV), we are compelled to share some under-reported observations and some variant thoughts. 

We’ll cover:​

  • On the Bright Side

  • What Actually Worries Us

  • Lies, Damn Lies, and Multiplied Probabilities

  • Pack...

October 22, 2019

"If you reveal your secrets to the wind, you should not blame the wind for revealing them to the trees.” 

          ― Kahlil Gabran

We recently learned something important from a cyber security expert. Below, we share some practical tips you ca...

October 22, 2019

"The best fighter is not a Boxer, Karate or Judo man.  The best fighter is someone who can adapt on any style.” 

          ― Bruce Lee

Dear clients and friends:
 
Four years ago, I announced that Fielder was entering the business of helpin...

June 16, 2019

My podcast interview on Founder-Led Companies.


 


"We mustn't lose touch with those moments of history, which are really quite chaotic and volatile…  The idea that the worst thing that can happen after 2% inflation is 3% inflation, I would argue against that.”

     -Peter Warburton

 


Peter Warburton visi...

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