Investment Management

If a pandemic like COVID occurred 10 years ago, we would have had significantly more challenges adapting to suitable work from home conditions. Advances in global digital capabilities have allowed the modern world to continue to function at an exceptional level during a complete social shutdown. At the center of all of this digital capability and connectivity is semiconductor technology….

In this age of abundance and challenge, the communal practice of giving thanks is something to be grateful for in and of itself. Taking the time to give thanks is an opportunity for a perspective reset. It allows us to step beyond whatever challenge-du-jour we have faced and step into a place of empathy and connection. Words that come to…

The first case of COVID was Nov 17th 2019, exactly one year ago. Moderna announced a 94.5% effective vaccine this week. Pfizer’s vaccine is 95% effective and ready for emergency use approval by the FDA in one month. We can expect more effective vaccines from Regeneron, Johnson & Johnson, Sanofi and Roche which are nearing new stock price highs this…

Digital currency acceptance among the general population has made great strides since we last wrote about it in 2017. Many have predicted that governments will adopt digital currencies as a better way to track and influence currency supplies. This government adoption is happening in China as we speak. It will likely happen in the US in the not too distant…

While we are all focused on election changes, let’s take a moment here to step back and check in on some of the long term trends. An election date is a punctuation mark in time, and there is always broader context that one can look to for insight. Here are some thoughts on the big picture and other major recent…

We have been stuck in a range-bound territory for broader market indices since the beginning of September. The election is imminent and the virus activity in many parts of the world is returning. The lack of the stimulus plan and potential monopoly regulation adds to anxiety, understandably so. Despite all of this, we see a positive road ahead for investors…

We’re at a crossroads for large technology monopolies and their platform business models. If we regulate them and slow their growth, they could stall and lose out on new opportunities. If we don’t regulate them, they could increasingly grow more dominant while crowding out new entrants and resting on their laurels. Competition is what keeps companies fit, lean and hungry….

We all know there is a great deal of uncertainty about the next election, who will win, who will have control and who the new players will be. By design, the US experiences a major reshuffling every four years in our political structure. Despite the unpredictable changes, one thing is clear: there will be more fiscal stimulus going forward. There…

The rise of public cloud computing was an inevitable next step following the development of the internet. Cloud computing allows companies to access sophisticated connected servers without the hassle of designing, constructing and maintaining complex data centers. With its ability to enable new business models, unlock exponential rates of growth and increase access, the public cloud transformation has a lot to offer.