Boiling Frogs
As a long-time author of investment commentaries, one of the cruelest twists of fate is to have a major market event occur that renders your hard work outdated. Such was the case when I recently finished a commentary entitled, “Boiling Frogs.” I wrote how the Fed’s policy of steadily hiking interest rates reminded me of […]
Carrying a Cat by the Tail
The great American writer Samuel L. Clemens, better known by his pen name, Mark Twain, once wrote, “A man who carries a cat by the tail learns something he can learn in no other way.” Over the past several months, I have found myself thinking of this quote frequently as I watch the daily carnage […]
An Eye on Sustainability
At Hamilton Point, we believe that financial markets play an important role in shaping the economic, social, and environmental landscape of tomorrow. We feel that a company’s willingness to evaluate, innovate, and streamline its operations in order to become more environmentally, socially, and culturally conscientious is a powerful indicator of its capacity to adapt and grow as a business, respond proactively to challenges, and succeed in a competitive atmosphere.
Read MoreGet Our Insights
Hamilton Point’s proprietary newsletters address matters of macroeconomics, stock valuation and quality as well as expose Wall Street foibles. For more than 20 years, these insights have sought to educate our clients about what they own and why.