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...

April 12, 2019

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...

February 10, 2019

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...

January 14, 2019

Bargain?  Or Devil's Bargain?
 

No one asked for falling securities prices for the Holidays, but that’s what we got. Then we've had to endure the endless barrage of media interviews with Cassandras preaching that the end is near. 
 
What should you do? Pull in...

December 29, 2018

“... our job is to help you be greedy when others are frightened, and cautious when others are greedy... Correction can be a scary experience... How should we react? Mostly by doing nothing."
 
          - Peter Lynch, legendary investor (One Up on Wall Street)...

November 21, 2018

“When the collective consciousness stops believing growth can be created by money and debt expansion, the entire medium will fall apart violently, otherwise it will continue to be real.”


-- Artemis Capital Management  (Letter to Investors, July 2018) 

Happy Thanksg...

November 20, 2018

It is with great pride and excitement that I announce Stephen Korn is joining Fielder as a Partner. Steve and I met 20 years ago as students at Columbia Business School ...

September 30, 2018

“In the 1950's and 1960's, political leaders enjoyed much more public trust than they do today, enabling tougher economic decisions to be taken.  The budget deficit culture, from which the western world is still trying to free itself, is symptomatic of a loss of politi...