Don’t Fall For These Traps!

Dear Friend:

Over the years, we have communicated with you through the Noesis quarterly newsletters, in-person meetings, and phone calls regarding topics that dominated the news.…. Continue Reading

October 11, 2023

Inflation and Interest Rates

Dear Friend:

The topic of inflation and interest rates remained top of mind for investors throughout this year and last. We will discuss recent developments, their impact on fixed…. Continue Reading

Executing Your Financial Plan and Expanding the Noesis Family

Dear Friend:

It is summer in the Northern Hemisphere, and we hope that you are enjoying the warmer months and longer days with…. Continue Reading

Risk Management and Investment Discipline

Dear Friend:

The most significant event in the first quarter of 2023 was the failure of two U.S. banks on March 9 and the subsequent panic in…. Continue Reading

The Challenge and Opportunity of Inflation

Dear Friend:

It has been a year since we discussed the supply chain issue, labor shortage, ongoing pandemic, China slowdown, and inflation. Some of the challenges…. Continue Reading

BEAR Markets, Speculators in Cryptoassets Lost $2,000,000,000,000 This Year

Dear Friend:

This summer I wanted to write about market volatility and investor behavior in down markets, and then I remembered that we…. Continue Reading

Focus on What to Own

Dear Friend:

Our colleague Michiel Scholten, who runs our Dutch office in Amsterdam, will discuss Russia’s invasion of Ukraine in the first part of this quarterly letter.…. Continue Reading

Outlook for 2022

Dear Friend:

Review of 2021

We wrote the following at the beginning of 2021: “The tug of war between greed and fear was definitely on display in 2020.” A similar…. Continue Reading

Opportunities Through Market Volatilities

Dear Friend:

As we are approaching the last quarter of 2021, we face many issues: the continuing pandemic, inflation, supply chain disruption, labor shortage, elevated government debt burden,…. Continue Reading

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