Category Archives: Main Page

Hoisington Q2 2025 Review and Outlook

Posted on July 28, 2025 by Danielle Park

Hoisington Management’s 2025 Second Quarter Review and Outlook is available here. At his June 18 press conference, Federal Reserve Chairman Jerome Powell referred to tariffs as inflationary. Hoisington points out that this is only the first-round effect: Second, third, and … Continue reading →

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Green: high-quality bonds offer rare value, while equities overpriced and speculative

Posted on July 28, 2025 by Danielle Park

Worth a listen to this one. Michael Green warns that passive investing has quietly turned markets into a self-reinforcing bubble (Ponzi-like in nature) and reveals why bonds now offer once-in-a-generation returns. Here is a direct video link.

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Klarman on Finding Value and Maintaining Discipline

Posted on July 24, 2025 by Danielle Park

A world focused on selling us investment products and ideas spends little time defining sell or aversion rules. If someone tells you what they own or would buy, ask them when they would sell it. Most haven’t thought that far; … Continue reading →

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