RISK ON / RISK OFF

Investment decisions, their genesis, and our thinking behind them.

Here's to You Mrs. Robinson

POSTED ON October 11th - POSTED IN Commodities

By Zev Abraham - Early in my career, during the dot com boom, I covered energy and chemical stocks for a large asset manager.   In those days everyone on Wall Street and in much of the rest of the country was[…]

Dental Companies Have Had Some Teeth Knocked Out

POSTED ON September 13th - POSTED IN Replacement Cost, Art of Valuation

By Zev Abraham - It’s good to be back in Naples after spending three weeks in the Northeast driving my teenage boys around to hockey showcases and then dropping them off at their respective schools which they chose[…]

Tool Time

POSTED ON August 16th - POSTED IN technology, Thinking About the Future

By Zev Abraham - Technology changing the world is nothing new.  Homo Sapiens (that’s us) have been doing it since cave man times.  Eons ago, the first man (and woman) learned how to make fire.  Fire not only cooked[…]

A Pipeline to Wealth

POSTED ON July 19th - POSTED IN Thinking About the Future, Commodities

By Zev Abraham - A few days ago, came news that Jeff Bezos of Amazon is the richest person on Earth and that he is the first person ever with wealth topping $150 billion.  Exciting news for him.  However, adjusted[…]

Put This in Your Pipe and Smoke It

POSTED ON June 20th - POSTED IN Tobacco Industry

By Zev Abraham - The European “discovery” and settlement of the New World had a profound impact on civilization in many ways, some of which are not as well-known as others. For instance, did you realize corn, tobacco[…]