Daily Archives: October 7, 2019

The discussion below with Campbell Harvey is insightful. The ‘could this time be different’ questions are common, but in reality, GDP growth is routinely revised lower months and years after initial estimates, so the fact that recent quarters have reported … Continue reading →

As discussed in our August 2018 client letter ‘Busting Trust(s)’ and more recently in Rejecting the highly destructive ‘shareholder first’ mentality, sustainable business models benefit not just shareholders but also other essential stakeholders like customers, employees, suppliers, community as well … Continue reading →