September 23, 2016

I hope this notes finds you doing well. Charlotte is great this time of year, albeit a bit rowdy at the present.

Mark Grant (Hilltop Securities) had a powerful introduction in his note this week that I believe captures the state of the financial marke...

September 16, 2016

“It’s not that we need new ideas, but we need to stop having old ideas.” —Edwin Land, Polaroid co-founder

“Data beats emotions.” —Sean Rad, Adly and Tinder founder

The Federal Reserve has hiked rates exactly one time since the "Great Recession" ended....

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