June 15, 2022
Everything Everywhere All at Once
What Changes in the Investment World? (Jun-22)
May 11, 2022
Surviving Hope Mountain
Quality in Focus (May-22)
April 20, 2022
Generating the Highest Returns with the Greatest Probability
Targeting higher returns (Apr-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)
November 22, 2021
Benefits of Small Caps in an Equity Portfolio
The four primary ways Small caps provide diversification (Nov-21)
July 1, 2021
Can We do Well by Being Good?
ESG Observations and FY2021 Proxy Voting Report (Jul-21)
January 1, 2021
Heading in the Right Direction
ESG Observations and 1H2021 Proxy Voting Report (Jan-21)
July 1, 2020
How Longwave Integrate ESG
ESG Observations and FY2020 Proxy Voting Report (Jul-20)