Playing the Long Ball
19 May 2019
The global financial markets are being held prisoner by rising trade tensions, primarily between the United States and China. While both countries feel, but to differing degrees, that they can... Continue reading
Insights
Buffett and Munger Are Licking Their Chops
26 May 2019
The financial markets have been under immense pressure ever since Trump announced that he would be raising tariffs to 25% on the initial $250 billion of Chinese exports to the... Continue reading
Investing in a VUCA World
12 May 2019
We were clearly surprised by Trump’s tweet last Sunday informing us that he was raising tariffs to 25% from 10% on the initial $250 billion of Chinese imports as well... Continue reading
Don’t be Swayed by “Sell in May and Go Away!”
5 May 2019
Are you a trader or an investor? Ask Warren Buffett, the greatest investor of our lifetime, why he believes in buying and holding as do we unless there is a... Continue reading
The Path Forward
28 Apr 2019
The U.S. stock market hit new highs last week continuing to climb on a on a wall of worry while most other markets including China declined. It remains clear that... Continue reading
Looking Ahead
21 Apr 2019
Paix et Prospérité’s success has been our ability to anticipate and react to change while keeping an eye towards the future. We structure our portfolios after in-depth top-down and bottom-up... Continue reading
Growth
14 Apr 2019
The key question facing investors is whether global growth will accelerate or stagnate from this point onward.
Our view remains that growth has already bottomed in the United States and... Continue reading