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. Use the filters below to curate your reading list.
Theme: Matters of Macroeconomics
The Ninety-Nine Percent
Between the recent market correction (since recovered) and a contentious Presidential primary season, many are expressing feelings ranging…Read Newsletter
As Janet Yellen stops contemplating and goes about raising interest rates a tiny bit we are reminded of…Read Newsletter
Old Yellen… a Rabid Follower?
With newly minted Federal Reserve Chair Janet Yellen taking over her post in the midst of extraordinary global…Read Newsletter
“Please, sir, I want some more.” — Oliver Twist
When asked about the world economic situation, one of our mentors offered a plainspoken agricultural analogy by suggesting…Read Newsletter
Robbing Peter and Suing Paul
A 1600’s phrase, “robbing Peter to pay Paul,” originated when taxes had to be paid to St. Paul’s…Read Newsletter
A March to Madness?
With our office in Chapel Hill, North Carolina, Hamilton Point has been immersed in what college basketball fans…Read Newsletter
America has really done it this time. Having essentially “nationalized” our finance industry, far too much of our…Read Newsletter
The World is “Flat-Out” Growing
I did a great deal of reading over the summer, including two outstanding books, The Pentagon’s New Map…Read Newsletter
J. Wellington Wimpy… Promises, Promises
Despite ongoing challenges presented by the latest financial headlines, we believe the outlook continues to be bright. However,…Read Newsletter
“Oil Can, Oil Can” – The Tin Man’s Oil Crisis in “The Wizard of Oz”
One thing that you can count on with a commodity such as oil is that mild disruptions to…Read Newsletter