Semiconductors – What To Know
By: Phil Kernen The supply chain bottlenecks experienced over [...]
Value, Growth, Or Both
By: Phil Kernen The use of investment indexes has [...]
Is Bitcoin Functionally Useless
By: Phil Kernen In September 2021, El Salvador became [...]
Betting On America
By: Grant LacKamp After decades of expansion, economic globalization [...]
Nearshoring
By: Phil Kernen Over the last several decades, globalization [...]
We Are All Active Investors
By: Phil Kernen Active or passive? We are all [...]
Growing Disconnection
By: Phil Kernen Is investment management a commodity? More [...]
How Do TIPS Bonds Work?
By: Phil Kernen How do investors confront inflation and the [...]
Headwinds and Tailwinds
By: Phil Kernen What can we make of the [...]
The End of An Era
By: Phil Kernen Global interest rates have been historically [...]