Tag: risk avoidance
Nick Whiteman

FeaturedLet’s Take a Trip to Graham-and-Doddsville

  “The Superinvestors of Graham-and-Doddsville” is a legendary address delivered by Warren Buffett to the Columbia Business School in 1984 to mark the 50th anniversary of Benjamin Graham and David Dodd’s seminal investment book Security Analysis. Though the address is … Read More →

Joe Rooney

What Keeps Burgundy Up at Night?

Regardless of market conditions, there is one question we regularly field in client meetings: “What keeps you up at night?” For me, it is a potential misunderstanding between us and our clients. In the financial world, it is easy to … Read More →

Mathew Harrison

KISS

Confucius wrote that life is really simple, but people insist on making it complicated.  The investment business takes this truism to the extreme.  What could be relatively simple is often twisted, layered, tranched, and repackaged in the name of new … Read More →

Mathew Harrison

Statement Shock: Bonds in the Red

There’s no shortage of fear mongering in the financial media these days about the looming bond bubble.  The negative sentiment is not unfounded.  The federal reserve has been running the printing presses for several years now in the name of … Read More →