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Peter van der Welle, Strategist SMAS
Robeco, Monthly Outlook, 08 March 2022
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Henry Maxey, Chief Investment Officer
Ruffer, The Ruffer Review, 28 February 2022
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Tony Coniaris, Portfolio Manager
Harris Associates, September 5, 2019
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Mark Robertson
Aviva Investors,  30 September 2019
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Dr. Brian Taylor
Global Financial Data, Aug 14 2019
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Mike Cummings
Yale News, September 22, 2015
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Singled Out: Historical Performance of Individual Stocks

Bryan Ting, PhD, Researcher; Wes Crill, PhD, Head of Investment Strategists and Vice President
Dimensional, Insights, May 11, 2022

The More Things Change…

I stopped in a local antique shop over the weekend. The owner is retiring and trying to clear out as much as she can before they close the doors so I paid a mere $3 for the Life magazine above. I think it might be worth many multiples of that price for investors who think our situation today is somehow uniquely bad. The cover headline could just as easily be describing today as 1970.

Joseph Y. Calhoun III
Alhambra Investments, Weekly Market Pulse: The More Things Change… September 5th, 2022

''The rise of Greta Thunberg will be looked back on as one of the most bizarre periods in our civilisation’s history...

...and will most surely be seen as one of the most ridiculous, and, sadly, destructive liberal media creations ever concocted."

Dr Steve Turley
Turley Talks, Where’s Greta?Thunberg’s DOOMSDAY Cult Has GONE BUST!!!, August 29, 2022

Fed’s Inflation Fight Likely to Persist

Steady rise in cost of services clouds inflation outlook

Tim Murray, Capital Markets Strategist, Multi‑Asset Division
T. Rowe Price,  September 2022

Mind the lag: recession fears flare too fast

Compass

Pascal Blanqué, Chairman, Amundi Institute
Amundi Asset Management,  Institute, Compass, 16 August, 2022

New Dynamics Demand Fresh Thinking

How changing markets require investors to think and act differently

Arif Husain, Head of International Fixed Income
T. Rowe Price,  July 2022
Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2021
Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2021
Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2021

“We're drinking history!”

Eddie Sahakian, enjoying a rare Richard Hennessy cognac with Kirby Allison
Kirby Allison: Inside London's Best Cigar Lounge, With Eddie Sahakian, 31 August 2022

“The Prussian Monarchy is not a country that has an army, but an army that has a country”

Quotation often attributed to Count Mirabeau
Late 18th Century

"Peace, the charm's wound up."

Uttering of the three witches, at the end of Orson Welles' 1948 movie Macbeth, adapted from The Tragedie of Macbeth, by William Shakespeare.
Orson Welles, 1948; William Shakespeare, early 17th Century