Quarterly Client Update Q1 2023
GF's quarterly client newsletter
When Headlines Worry You, Bank on Investment Principles
As some banks struggle, what should investors do?
Quarterly Client Update Q4 2022
GF's quarterly client newsletter
Quarterly Client Update Q2 2022
GF's quarterly client newsletter
Don't Let Talk of Market Cycles Take You for a Ride
Many investors look for cycles in returns, but evidence shows us that one period's stock return tells you almost nothing about the next.
Singled Out: Historical Performance of Individual Stocks
Many investors end up holding concentrated positions in single stocks for one reason or another. Historical performance of individual stocks suggests this is a poor strategy.