June 11, 2021
The Liquidity Cycle and the Value of Scarcity
The influence of market liquidity (May-21)
March 31, 2021
If
Investing with reasonable and rational expectations (Mar-21)
February 28, 2021
1H21 Results and COVID Re-opening
Outlook for small retailers post-COVID (Feb-21)
February 24, 2021
Nobody goes there anymore, it’s too crowded
Understanding company fundamentals is key (Jan-21)
January 1, 2021
Heading in the Right Direction
ESG Observations and 1H2021 Proxy Voting Report (Jan-21)
December 31, 2020
Three observations for year end
Expectations and forecast for 2021 (Dec-20)
November 30, 2020
Not a good month for Goldilocks
Governance in life and investing. (Nov-20)
October 31, 2020
The persistence of behavioural alpha
Observation in behavioural alpha trends, according to Longwave (Oct-20)
September 30, 2020
Mad Men meets Moneyball
Madmen, Moneyball and Longwave's investment approach. (Sep-20)