Seventeen Predictions for 2017

In our predictions for 2016 we recommended that investors hedge when they had less than a 50% chance of being correct and invest where they had a clear, repeatable edge. After a year of surprises, we hope this was useful advice and recommend the same disciplined approach to markets today. For considerations outside of the […]

Sixteen Predictions for 2016

We believe a key investment principle is to avoid situations where you have less than a 50% chance of being correct. It makes sense to hedge these outcomes and focus where you have a clear, repeatable edge. For considerations outside of any investment process, however, here are our sixteen predictions for 2016. Some may be […]