by NovemAdmin | Jul 11, 2022 | Reading List
I hope everyone had a great weekend! I had coffee with a friend of mine this morning. He is an analyst covering Tech & Media for a family office and he had a great quote. “I think one of the last sources of alpha is duration of ownership. By the time you see a...
by NovemAdmin | Jul 5, 2022 | Reading List
With the Fourth of July upon us there will be no Weekend Reading next week. I’ll be spending the long weekend bumming around the Finger Lakes looking for a shady hammock. As always, feel free to reach out with any questions. By Charles Ruff, CFA Oil and Gasoline...
by NovemAdmin | Jun 21, 2022 | Reading List
I hope all the dads out there had a great Father’s Day Weekend. I often trick my kids into doing what I want. This strategy probably wasn’t in the parenting books (too long, didn’t read) but jedi mind tricks are the basis of my parenting style. I also just enjoy...
by NovemAdmin | Jun 13, 2022 | Reading List
I was just in Puerto Rico for the first time in a couple of years. Woo! What a weekend. In a prior life, I worked for a fund and we invested in Puerto Rican banks. I’d go down there every so often to meet with management teams, regulators, government officials etc. I...
by NovemAdmin | Jun 10, 2022 | Reading List
How are people liking the Monday delivery? Should we switch back to Thursday/Friday so you have the weekend or do you prefer to get this at the beginning of the week? There is a war, unprecedented monetary policy, multiple mass shootings, rising food and fuel costs,...
by NovemAdmin | Jun 10, 2022 | Reading List
I hope everyone enjoyed the weekend and was able to get outside and enjoy Memorial Day! Summer is here. By Charles Ruff, CFA What is going on with the consumer? With the Fed committed to hiking rates, the financial press is eagerly awaiting any data points that...
