INSIGHTS

Wind in the Willows

Feeling Good vs. Looking Good
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Feeling Good vs. Looking Good

The stock market is up more than 10% this year.  Unemployment is low, and compensation levels are rising.  Sounds awesome right?  Everyone should feel great about the economy and their personal finances.  According to the Federal Reserve Survey of Household Economics and Decision-making, that may be true for personal finances, but nothing could be further for the truth about the broader economy.  The numbers are startling.  73% of people feel good about their own personal finances, but only 18% feel good about the economy.  F

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Default Doesn’t Require Bad Credit
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Default Doesn’t Require Bad Credit

One of the strangest things we’ve been hearing over the last several months is the idea that if/when a recession comes, it won’t be anything like the Global Financial Crisis because that was a credit problem, whereas, what we see today is a liquidity problem.  It’s a fascinating distinction, but we wonder if this nuance may be hiding bigger issues that would have been intuitive in years passed. 

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Apple’s Tie Up With Broadcom
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Apple’s Tie Up With Broadcom

Pay close attention.  While we heard the term “Trade War” a lot during the Trump Administration and associated it with tariffs, quotas and subsidies, the more dramatic part is just starting to lift off the ground.  Last week, Apple announced a multi-billion-dollar deal with Broadcom to manufacture 5G radio frequency chips in the United States.

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The Old Playbook… Or the New?
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The Old Playbook… Or the New?

The pursuit of profit in down markets has always been difficult.  Academics have searched for years to find assets that go up in down markets or down in up markets.  Market technicians have been scanning charts and data for decades in pursuit of durable patterns and inflection points with the hope of finding better hedges.  They use measures of volume and direction to determine what happens next. 

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California’s Self-Inflicted Wounds
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California’s Self-Inflicted Wounds

Last month Los Angeles’ so called Mansion Tax went into effect.  This tax, supported by 57% of voters was intended to help the city’s problem with homelessness.  Instead, this tax is likely to crush sales of properties worth over $5M, and devastate transactions in properties over $10M.  While this transfer of wealth is called the Mansion Tax, the name is a complete misstatement of what the tax actually is. 

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VC, Tech, and A Good Vintage
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VC, Tech, and A Good Vintage

No, we’re not talking about wine.  Warren Buffet once famously said, “Be greedy when others are fearful and fearful when others are greedy” and as investors these words are particularly valuable around market inflections.  Following the fall of yet another bank with ties to the venture capital and private equity community (First Republic), we are sharply reminded of what fear really looks like. 

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