InsightsSectorStocks July 20, 2022 The Lower Prices Investors Hoped For Have Arrived Longwave explains how investors should rejoice when stocks go on sale (Jul-22) Linn Harju Love0
BehaviouralInsightsInvestment Process June 15, 2022 Everything Everywhere All at Once What Changes in the Investment World? (Jun-22) Linn Harju Love0
InsightsReportingStocks March 15, 2022 A Rod Tidwell Market “Show me the money!” (Mar-22) Linn Harju Love0
InflationInsightsPortfolioSector February 14, 2022 Is the (Liquidity) Party Over? Inflation, interest rates and liquidity (Feb-22) Linn Harju Love0
ESGInsights February 4, 2022 Carbon, Slavery and Poker ESG Observations and 1H2022 Proxy Voting Report (Jan-22) Linn Harju Love0
BehaviouralInsights January 18, 2022 Being Early is Not as Important as Being Right Flywheels or Waterwheels (Jan-22) Linn Harju Love0
InsightsInvestment ProcessPortfolio December 13, 2021 Unlocking the Source of Long-term Equity Returns Small Cap Growth vs Equity Dilution (Dec-21) Linn Harju Love0
DiversificationInsights November 22, 2021 Benefits of Small Caps in an Equity Portfolio The four primary ways Small caps provide diversification (Nov-21) Linn Harju Love0
InflationInsightsResources October 12, 2021 Inflation and Bond Yields Coming Out of Lockdown Rise of inflation and bond yields (Oct-21) Linn Harju Love0
InsightsReportingStocks September 22, 2021 A Reporting Season All About Growth Quality businesses heading in the right direction (Sep-21) Linn Harju Love0