Woulda, Coulda, Shoulda
Theodore Roosevelt famously said, “Comparison is the thief of joy.” Observing children at play reveals that making comparisons seems hardwired into human nature. A toy that was a prized possession yesterday suddenly seems inadequate when a friend has a new one today. With teenagers, prized objects become a little more expensive, such as phones and […]
Great Expectations
It was a particularly arduous read for me in middle school, and Great Expectations is a fitting assessment of investors’ current posture. Two years ago, investors suffered one of the worst years for balanced returns on record, with U.S. stocks down 20% and bonds lower by 13%. Many investors weighed reducing their exposure to all […]
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.
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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.