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Commodity supercycles, Windup Girls and Family Farms

Commodity supercycles, Windup Girls and Family Farms

In our SRI portfolios, we screen companies and industries for those actors who run sustainable businesses. Their usage of resources and fulfillment of broader responsibility counts as much as their financial prospects.  Ocassionally, we step back from our narrow interests in a specific company or industry to look at the broader picture. We did that …

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2013 Q2 letter: Tapering off the rocket-fuel

2013 Q2 letter: Tapering off the rocket-fuel

 We hope you are enjoying the summer thus far. In the financial markets, things seem to be heating up as temperatures rise across the northern hemisphere. The events of the last few weeks of June seem to have triggered a wake-up call for many investors who may have been lulled into a false sense of …

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Green Festival NYC

Green Festival NYC

We are at the NYC Green Festival this weekend, talking to visitors about Socially Responsible Investing.  Stop by and visit up at booth 321, Javits North.

2012 Q4 Letter

2012 Q4 Letter

Dear Clients & Friends, As the New Year begins, we’d like to wish you and your family a wonderful 2013. 2012 was quite an eventful year for the global economy. The Federal Reserve maintained exceptionally low rates, which prompted a number of reactions from investors and consumers alike. Home mortgage rates remained near historic lows, …

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2013: Top Ten Investment Themes

2013: Top Ten Investment Themes

2013 Themes: Snakes and Ladders   Europe lingers: The full-blown European crisis has been with us now for almost 4 years. It appears to morph into a different shape every few months. We believe political action and inaction in Europe will continue to drive global markets this year. Two important events will occur in 2013, …

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2012 Investment Themes Reviewed

2012 Investment Themes Reviewed

2012 Themes: The More Things Change.   Since we’ve now closed the chapter on 2012, we’d like to review our “10 economic themes for 2012” from last January to see how well our ideas performed. We’ve graded ourselves using these symbols: ? Right,  X Wrong, ? Not Exactly. ? Steady as she goes: We think it unlikely the Fed will …

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Critical financial documents

Critical financial documents

An article in the New York Time today reminds us all how important it is to have our financial act in order before a life-changing event occurs. We always advise clients to prepare a will, health care proxy and medical directive as part of our initial conversations with them. We’ve worked with numerous legal and …

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2012 Q2 Letter: Banking on a Financial Scandal

2012 Q2 Letter: Banking on a Financial Scandal

We hope you’re enjoying your summer and are staying cool. In our previous letter, we noted that the gaudy first quarter returns for risk assets (namely US stocks) were on an unsustainable trajectory and unlikely to continue upwards indefinitely. As we anticipated, the second quarter saw a steep selloff in risk assets as problems in …

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2012 Q1 Letter: Austere Growth and the Summer of Discontent

2012 Q1 Letter: Austere Growth and the Summer of Discontent

Before we begin our quarterly market commentary, we wanted to give you a few quick updates.  Louis was recently profiled in the Wall Street Journal online where he discussed the mobile budgeting app we are developing.  The genesis for the idea came from speaking to both clients and non-clients who have expressed a need for on-the-go assistance …

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Google vs. Yahoo : Machine vs. Man

Google vs. Yahoo : Machine vs. Man

In our minds, the difference between Google and Yahoo! has always been the degree to which their core product relies on automation. Google wins whenever the best solution is a highly automated, machine-solvable one. Yahoo! has the upper hand when the solution requires some level of human interaction and editing. This is a distinction that …

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Why Entrepreneurs Should Take A Look Inside Pandora’s Boombox

Why Entrepreneurs Should Take A Look Inside Pandora’s Boombox

The true tragedy at Pandora Media is not that the stock traded below its IPO price within 24 hours (though investors who bought shares in the secondary market on the first day may disagree).  Rather,  it’s that the founder (who was one of three co-founders) holds only 2.25% of the outstanding shares.  Meanwhile, two venture …

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