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...

"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...

"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...

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...

Since 2007, over two thirds of the world’s economic growth has come from China. It is thus critical to understand China looking forward. Fielder’s Chief Investment Officer, Steve Korn, and I have conducted extensive research on China over the past decade. We understand...

On the Money:
 

“What amazes me more than any spectacle of boom-and-bust is our capacity as a species to witness speculative bubble inflating and bursting – or, to have read about the most notorious case studies, such as Tulipomania or the South Sea Bubble – and yet fai...