Frans de Waal understands humans.
That's me on the left, by the way.
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Our clients rose to the challenge, donating close to $350,000 to friends, family, neighbors, schools, parks, restaurant workers, meals on wheels, health care heroes, artists, vaccine developers, those... Read More
The Fed has used the coronavirus crisis to double down on a failed strategy of supporting financial markets while the real economy declines. Our latest Quarterly Market Outlook & Strategy letter... Read More
A single word is one too many in the presence of genius
Beethoven’s Ode to Joy
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In a missive to clients on March 19th, I suggested that one positive result of the coronavirus—which is much more than a silver lining—is that we will begin to fix the things that are broken in ou... Read More
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
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
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
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
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