Investment Thinking Investment Thinking Articles White Papers News & Events Investment Commentary Q1 – 2024 The Lessons of History April 25, 2024 Read More Investment Commentary 2023 – A Year In Review January 30, 2024 Read More Four family-office executives and what they’re investing in today December 6, 2023 Read More Investment Commentary Q3 – 2023 ‘Is Cash The King Now?’ October 30, 2023 Read More Investment Commentary Q2 – 2023 – Banging The Drum July 29, 2023 Read More Investment Commentary Q1 – 2023 April 28, 2023 Read More Silicon Valley Bank…Flash Commentary – 2023 March 14, 2023 Read More Investment Commentary 2022 – A Year In Review January 30, 2023 Read More The Other “R” Word, Rethinking Risk and Return…A 50 Year Journey December 12, 2022 Read More Q3 2022 Investment Commentary October 28, 2022 Read More Q2 2022 Investment Commentary July 29, 2022 Read More Q1 2022 Investment Commentary April 30, 2022 Read More Investment Commentary 2021 – A Year In Review January 31, 2022 Read More Q3 2021 Investment Commentary October 28, 2021 Read More Five family-office execs and what they’re investing in September 27, 2021 Read More Q2 2021 Investment Commentary July 23, 2021 Read More ESG and Impact Investor Summit 2021 May 4, 2021 Read More Q1 2021 Investment Commentary May 3, 2021 Read More The New Casino…Good Luck February 1, 2021 Read More Q4 2020 Investment Commentary February 1, 2021 Read More Q3 2020 Investment Commentary October 30, 2020 Read More Q2 2020 Investment Commentary July 31, 2020 Read More Q1 2020 Investment Commentary April 23, 2020 Read More Is It Too Late to Sell Stocks? April 22, 2020 Read More Coronavirus March 4, 2020 Read More 2020 Market Outlook and Review February 14, 2020 Read More Third Quarter, 2019 Investment Letter October 1, 2019 Read More Q3 – 2019 Investment Letter October 1, 2019 Read More Q2 – 2019 Investment Letter July 1, 2019 Read More Q1 – 2019 Investment Letter April 18, 2019 Read More Q4 – 2018 OFO Investment Letter January 1, 2019 Read More Q3 – 2018 Investment Letter October 26, 2018 Read More