Economics at Large
Tariffs Do Not Rock
Anyone who uses electrical components is a giant importer. This is a good look at what is happening on the border now. Not pretty. To
Jeffrey Bronchick, CFA
June 2, 2025
Anyone who uses electrical components is a giant importer. This is a good look at what is happening on the border now. Not pretty. To
Read this: Now pull up the chart of Constellation Software. Operators are standing by.
I think this cut and paste from a recent email might apply and be helpful to any lurkers. Operators are standing by. Now that
Rarely has a man been so quoted and so rarely followed, except maybe Christ and Mohammed. “Dude, I was at Berkshire with my buddies…are you
Yes, it’s corporate governance season and I have spent two awful periods of time recently: watching the LA Kings and the stupendous waste of time
The company is Global Indemnity(GBLI). We own it where we can, and I own it personally. We have written about it before, here. Cheap, weird,
The trend is the idea that a Board of Directors should effectively pay greenmail to a departing Director in order for him/her to shut their mouths and go away.
And I don’t mean 124 word Tweets. Annual Reports, 10-K’s and Proxies are “basic” and one would think everyone reads them so where is the
From Research Affiliates: Small Caps, Big Opportunities: Investing Beyond Large-Cap Stocks By Que Nguyen, Xi Liu, and Mario Albuquerque In today’s market, the historically wide
I will admit to a man-crush on Fernando. This is on the money if I feel like expressing an opinion on the last week. Spoiler
While we think “client communications” are for clients – this is a clip in the absence of spouting any well-articulated nonsense on the topic of
First off, subscription to the Free Press is mandatory. And I simply second the motion. A sovereign wealth fund for a country that is 30
