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commentaries, one of the cruelest twists of fate is to have a major market event occur that renders your hard work outdated.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 More
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