by Daniel Ogden | Aug 18, 2022 | General
So far, so good Looking back it is clear that several important turning points were reached in June: inflation peaked, interest rates peaked, and the stock market (probably) hit bottom for this cycle. None of this was expected at the time. In fact, investors were...
by Evan McGoff | Aug 11, 2022 | General
Cutting out the middleman We read a lot. But we’re selective about what we read. Starting about 7 years ago, I cut down my news consumption and started reading more from primary sources. For example, instead of reading an article about the GDP report—read the actual...
by Evan McGoff | Aug 1, 2022 | General
Why we start with the financials Everyone has heard of Twitter. Few people have heard of Cadence Design Systems. You could call both companies “Technology companies” and their annual revenue is comparable (Twitter’s revenue is about 5.2B, Cadence’s is about...
