Viewpoints

  • Weekly Research Briefing: Got Popcorn?

    June 8, 2021

    “Sell crazy someplace else… we’re all stocked up here.” (Jack Nicholson, ‘As Good As It Gets’)

    An appropriate movie line for a current look at the movie theater industry. This is an easy look because we have some direct comps and mergers and acquisitions have run through the movie theater industry forever. I put pen to paper because I was interested. So grab a box or a bucket and let’s dig into the newest retail stock bubble.

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  • Weekly Research Briefing: Coasting Into Summer

    May 25, 2021

    Our most deserved summer ever officially starts this weekend. I am guessing that many of you will be heading out to set up your permanent summer residences for the day that your kids start screaming Alice Cooper lyrics. Trading volumes will begin to evaporate quickly mid-week and may not return until September with the occasional spurt of activity around employment and inflation releases and a bit during the July earnings reporting season.

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  • Weekly Research Briefing:
    Not Green or Red

    May 18, 2021

    Yellow would be my blended portfolio risk advice these days. Valuations are up. Uncertainty has risen. We have gotten paid for much of the future economic bounce. The credit markets are strong. And the global central banks next move will not be to ease rates nor to increase liquidity. 

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  • Broader Horizons: The Case for Private Markets Investing

    May 6, 2021

    A dynamic and innovative global economy still offers investors plenty of long-term growth opportunities. The caveat: You may want to look beyond public markets to find them.

    Increasingly, companies are choosing to stay private longer, or never go public at all, and this could have large implications for investors.

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  • COVID-19 & Market Update

    March 9, 2021
    Hamilton Lane: COVID-19 & Market Update

    It should be a positive time, right? The vaccines are beginning to roll out into populations. As fast as we want? No, but getting better almost everywhere. Economies are doing well around the world. Is everyone benefiting? No, but a lot more than a few months ago and prospects are looking better as more segments of economies open now and in the near future. Offices will begin to re-open, social events are creeping back, the next few months promise more of that happening.

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