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February 16, 2023

If You Saw It Coming

If you saw it coming… In December 2021, if you were fascinated by the financial markets and very interested in economic conditions, you would have noticed […]
November 11, 2020
william meyer

Dynamic Capital Allocation in a Covid 19 World

“Is it possible to enjoy great diversification benefits without diluting performance? With Fenestra’s dynamic capital allocation model the answer is an unequivocal yes and herein lies […]
October 16, 2020
sir john templeton

Contrarian Investing is not for the Faint-Hearted Investor

“The true, old market adage is that investors should buy low and sell high. This principle underscores what is known as the contrarian style of investing..” […]
December 12, 2019
tim cook apple ceo

Apple: The Magic Continues

In August 2011 I wrote an article for the Meander Chronicle entitled: “For Apple, the party is just getting started”. I have decided for the benefit […]