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    • About Us
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  • Portfolio Management
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    • Hybrid
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  • Market Commentary
    • Global Market Commentary
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Technology

Capex and R&D: Long-Term Growth Drivers Investors Should Love

The investor enthusiasm that began 2018 was based on the sense of a late-cycle acceleration.  The global expansion was hitting its stride, and this would bode well for capital expenditures and therefore, many thought, for U.S. industrials. Last week we discussed some of the reasons why the script has not Read more…

By Dylan Falk-Hutchings, 7 years ago
Technology

With Big Tech Under Fire, Is Tech Still A Key Sector For Investors? We Say Yes.

Last week, several major news outlets reported that detailed data harvested from Facebook [NASDAQ:  FB] had been pressed into service by political consultancy firms under questionable circumstances.  The data were harvested by researchers who were abiding by FB’s then-current policies when they collected them.  But observers and some FB insiders, Read more…

By Dylan Falk-Hutchings, 7 years ago

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Westlake Village, CA 91362

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