By Zev Abraham - Root Cause Analysis (RCA) is a methodology widely used in engineering, quality control, accident analysis and epidemiology. Although not familiar with the term until recently, it came up several[…]
POSTED ON
June 5th
- POSTED IN
homebuilder stocks,
mortgage,
residential housing
By Zev Abraham - Our country has endured an unusual past few months. On a national level the scale of the recent civil unrest is unprecedented since at least the late 1960’s Vietnam protests and perhaps before. […]
By Zev Abraham - “It is better to have a permanent income than to be fascinating.” - Oscar Wilde
POSTED ON
April 23rd
- POSTED IN
crude oil
By Zev Abraham - Our research team’s mantra has been “expect the unexpected” since the market sell off began in earnest in early March. That is because this downcycle has begun with an unprecedented collapse in a[…]
POSTED ON
March 27th
- POSTED IN
Portfolio Construction for a Challenging World,
Risk On / Risk Off
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[…]