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

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[…]

Do Deficits Matter?

POSTED ON December 5th - POSTED IN Risk On / Risk Off

By Zev Abraham - I recall vividly my law school moot court advisor telling me the famous phrase “If the facts are against you, argue the law.  If the law is against you, argue the facts.  If the law and the facts are[…]