July 20, 2022
The Lower Prices Investors Hoped For Have Arrived
Longwave explains how investors should rejoice when stocks go on sale (Jul-22)
June 15, 2022
Everything Everywhere All at Once
What Changes in the Investment World? (Jun-22)
March 15, 2022
A Rod Tidwell Market
“Show me the money!” (Mar-22)
February 14, 2022
Is the (Liquidity) Party Over?
Inflation, interest rates and liquidity (Feb-22)
February 4, 2022
Carbon, Slavery and Poker
ESG Observations and 1H2022 Proxy Voting Report (Jan-22)
January 18, 2022
Being Early is Not as Important as Being Right
Flywheels or Waterwheels (Jan-22)
December 13, 2021
Unlocking the Source of Long-term Equity Returns
Small Cap Growth vs Equity Dilution (Dec-21)
November 22, 2021
Benefits of Small Caps in an Equity Portfolio
The four primary ways Small caps provide diversification (Nov-21)
October 12, 2021
Inflation and Bond Yields Coming Out of Lockdown
Rise of inflation and bond yields (Oct-21)
September 22, 2021
A Reporting Season All About Growth
Quality businesses heading in the right direction (Sep-21)