April 15 2025 Learning, Adapting and Sharing in the AI Era Dear Friend: Many might expect this quarter’s newsletter to discuss tariffs, wars, and market correction. Although the recent tariff announcements are concerning, we are carefully evaluating the implications and analyzing how we can turn uncertainty into opportunity. As we have often said, volatility is our friend. Our focus .... Continue Reading

15 January 2025 Focus on Fundamentals Instead of Forecasting the Future Dear friend: As we close the books on 2024, it is a good time to reflect on the past year and carry key lessons into 2025. The end of each year often brings an influx of market predictions from Wall Street analysts and economists. While these forecasts can sound interesting, the .... Continue Reading