Thoughts

Exclusive commentary and insights from Team CSC's deep fundamental research, repeatable investment process, and culture of continuous improvement.

CSC Strategy Letter

CSC Strategy Letter Number 58

Unlike most of the rest of the world, I will attempt to minimize all there is to say about the beginning of the next 4 years, as the persistent yack and what to make of it reverberates in all corners of the financial globe.

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Markets, Rationality & Decision Making

Berkshire 2025

Despite the usual breathless fawning, let’s face it, Buffett’s latest letter reads as if it’s the last one and he duly notes it. And it’s

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Markets, Rationality & Decision Making

Old Hands on Deck

Charles Skorina is an interesting “old hand” – CharlesSkorina.com – who runs an executive search firm for the endowment world. And I like his letter.

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Markets, Rationality & Decision Making

Two Colossal Mistakes in Real Time

The Federal Reserve’s decision to cut short-term interest rates by 50 basis points in September 2024. The management of the LA Fires in 2025. Arguably

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Markets, Rationality & Decision Making

The Times They Are A-Changin

Statement from David B. Burritt, U. S. Steel President and CEO, on Today’s Order by President Biden January 3, 2025 – President Biden’s action today

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