I Can’t Find My Rose-Colored Glasses
Financial markets have snapped back dramatically since April, following a scrapped recession-inducing tariff policy, taken as proof that markets still do influence policies. The economy continues performing well with corporate earnings growth of 12.9% last quarter, inflation moderating and hopes that the Big Beautiful Bill will clarify tax policy and offer growth-promoting tax incentives for […]
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 […]
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.