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Not-So-Special Effects

By | July 3rd, 2018|Advisor Insights, News|

Losses Influence A Portfolio Disproportionately More Than Gains William Davis and Daniel Snover Successful investors will tell you they probably think more about losing money than they do making [...]

All Point, No Power

By | June 28th, 2018|Advisor Insights, News|

All Point, No Power By William Davis   Story goes that Jeffrey Immelt, the longtime boss at General Electric, was a particularly polished presenter. Why, just last year the world’s most successful lightbulb salesman [...]

The Italian Job

By | June 5th, 2018|Advisor Insights, News|

By William Davis   THE ITALIAN JOB   Handsome Rob: “Where do we want it to go? We can't have a shoot up without guns. We'd lose.” Charlie Croker: “We do it [...]

To Boldly Go…

By | May 22nd, 2018|Advisor Insights, News|

By William Davis   To Boldly Go… By definition, “frontier” capital markets drift somewhere along the far edge of the investment universe -- a veritable Kuiper belt of political instability, corruption, and [...]

LOSSAPALOOZA

By | May 8th, 2018|Advisor Insights, News|

By William Davis   There’s a lot that goes on in the investment industry we don’t get. Like, why did Wall Street outfits known for years as “brokerage firms” suddenly become “banks”? [...]