March 2020

Corruption in the Time of Coronavirus

Now even the fig leaf is gone.  On March 23rd the Fed announced its largest-ever intervention in the financial markets.  Bazooka is too timid a word to describe it.  More like a neutron bomb.  ... Read More

Posted in Blog Posts |

Love in the Time of Coronavirus – Part III

Over the past two months we've been keeping our ears to the ground, following the work of virologists, epidemiologists and public health experts.  At long last, I think we are seeing the first signs ... Read More

Posted in Blog Posts |

Love in the Time of Coronavirus – Part II

Paladin client portfolios were defensively positioned going into this market downturn, with relatively low equity exposures and a variety of portfolio hedges in place.  Even so, the volatility of mar... Read More

Posted in Blog Posts |

Love in the Time of Coronavirus – Part I

We have been closely monitoring developments related to the coronavirus since late January, and concluded several weeks ago that it poses a potentially significant risk to human life, global supply ch... Read More

Posted in Blog Posts |

Paladin Favorites

If a journey of a thousand miles begins with a single book, the Paladin team has traveled a long way to get to where we are. Here are some of our all-time favorites, in no particular order. Happy r... Read More

Posted in Blog Posts, What We Are Reading |