“When I look back on all these worries, I remember the story of the old man who said on his deathbed that he had had a lot of trouble in his life, most of which had never happened.”...
During the last several years, Cambiar’s client base has grown, and we have expanded our investment offerings to take advantage of what we believe to be our competitive edge as...
In the classic board game Monopoly, players must get very lucky or outwit unsuspecting opponents into bad trades to piece together enough real estate to form a monopoly. Upon reaching one,...
Going back to the early 2000s, there were no incidences of companies exceeding the $300B market cap range in the U.S. or abroad and sustaining such a significant valuation outside of brief...
Q - You seem agitated by the ultra low bond yields. Maybe you need to make a mental adjustment?
A – Yes. Whether global yields are hovering close to zero due to secular stagnation,...
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The Waiting Game
Financial market returns were quiet in the second quarter, seemingly waiting for some kind of definitive signal that never arrived. The...
Arguably, the fall of the Berlin Wall was the most significant political event of the late 20th century. The ideological conflict between state-led communism and Western free market...
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