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T&C | Do I Know What Orwellian Means?

2021-01-15T14:46:48+00:00

While Will and Adam may, a lot of people have been misusing the term lately. We discuss how all stocks are equal, though some are more equal than others, where we see (and do not see) inflation, and what that means for equities, especially small caps, and bonds. We close with some perspective on what has been driving the outperformance in certain frothy areas of the market, why it may continue, and what risks are being overlooked.

T&C | Do I Know What Orwellian Means?2021-01-15T14:46:48+00:00

Market Commentary – Parallel Universe – January, 2021

2021-01-05T22:19:10+00:00

Though Neil DeGrasse Tyson would reprimand us, probably in a condescending manner, about ascribing significance to an arbitrary day commemorating one revolution of the earth around the sun, people, in general, put stock in the “new year.” The level of excitement associated with the arrival of 2021, closing the books on a year that will certainly live in infamy, is rivaled, at least in my lifetime, only by the mania associated with the end of 1999 as we stared into a new millennium.

Market Commentary – Parallel Universe – January, 20212021-01-05T22:19:10+00:00

T&C | No Answer

2020-12-18T17:32:36+00:00

Like the Electric Light Orchestra, Will and Adam have no answer for what is happening right now, but a lot of questions. They cover similarities and differences between now and the late 1990s, discuss valuation for various parts of the market, where they see relatively unattractive risk versus reward, and delve into specifics on a few names in the news.

T&C | No Answer2020-12-18T17:32:36+00:00

Market Commentary – Action Park – December, 2020

2020-12-08T17:25:32+00:00

The film: Class Action Park, demonstrates the sometimes-tragic consequences of not properly evaluating risk. . Located in New Jersey (everything is legal in New Jersey, per Hamilton), the park was the vision of a Wall Street veteran, Gene Mulvihill, whose firm was suspended by the SEC for fraud.

Market Commentary – Action Park – December, 20202020-12-08T17:25:32+00:00

Imbed Biosciences Chases Nasal Spray to Combat Covid-19 Spread

2020-12-04T14:53:22+00:00

Imbed’s nanoparticles were found to inactivate or kill about 99.9% of SARS-Cov-2 viruses in an experimental study run by Virology Research Services of London, according to a report seen by Bloomberg. To be sure, those results came from a study in a controlled lab and have not yet been replicated in a follow-on or human trial.

Imbed Biosciences Chases Nasal Spray to Combat Covid-19 Spread2020-12-04T14:53:22+00:00

T&C | The Room Where It Happens

2020-12-01T21:58:50+00:00

(November, 24, 2020) Will Brown and Adam Eagleston in the same room…drinking while recording a podcast. What could possibly go wrong? Apparently, everything. Listen to the two echo one another’s comments (literally) on election fallout and the widening chasm between economic reality and valuations in certain parts of the market. Will and Adam experienced technical difficulties in the recording of this podcast—we apologize for the sound quality.

T&C | The Room Where It Happens2020-12-01T21:58:50+00:00

Market Commentary – Villainous Term – November, 2020

2020-11-05T23:43:22+00:00

It being on or about the fifth of November, we thought it appropriate to begin with “remember, remember, the fifth of November…” which is the start of a famous poem about the Gunpowder Plot. Though not alone, the face (pun intended) of the plot was Guy Fawkes, whose antics are widely regarded as the source of the term we use today, guy.

Market Commentary – Villainous Term – November, 20202020-11-05T23:43:22+00:00