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

Tall Trees & Tiny Things

POSTED ON October 8th - POSTED IN Commodity, Risk On / Risk Off, residential housing, Lumber

By Zev Abraham - Trees are the biggest living organisms on earth. The largest trees are more than ten times the size of a blue whale, which is the largest animal. That is huge! The typical trees harvested for lumber[…]

Is the Trend Your Friend?

By Zev Abraham - “Prediction is hard. Especially about the future.” – Dr. Nils Bohr, the Father of Quantum Physics Investing is not easy and sometimes its thankless, even when you are correct. Last month we wrote[…]

The Shopping List

By Zev Abraham - New Rochelle, New York is a small city about 25 minutes north of Manhattan.  My family has called it home for many years.  I and my wife attended the local public high school pictured below.  After[…]

Belaboring Labor Market Uncertainty

POSTED ON January 30th - POSTED IN Risk On / Risk Off

By Zev Abraham - A few days ago, while driving to work, I heard an interview on Bloomberg radio with Randall Kroszner, an economist from the University of Chicago.  He was asked about the how the labor market was[…]

Smile Greta!

POSTED ON January 3rd - POSTED IN Risk On / Risk Off

By Zev Abraham - "You have stolen my dreams and my childhood with your empty words. . . . People are suffering. People are dying. Entire ecosystems are collapsing. We are in the beginning of a mass extinction, and[…]