Inkwell’s primary focus is on achieving satisfactory investment results for its clients. While we are busy with that, though, we want to engage you in the process by telling you our thoughts as we go about our business. We believe that the more you understand our investment philosophy and our way of thinking, the more comfortable you will be with our investment decisions.
Each quarter we write a letter to our clients which contains our reading of the current market climate and our thoughts on how best to navigate it. We also write occasional memos on topics that catch our eye or that we think might be interesting to our clients.
Below is a collection of these publications.
The big tech stocks have been on a tear. Can they sustain that momentum, or will history catch up to them?
Read MoreHow an economics experiment uncovered the simple secret to successful long-term investing: take a constant and moderate amount of risk then let the odds work in your favor.
Read MoreIt’s tough to make predictions, especially about the future. That’s even more true in the stock market.
Read MoreEconomic forecasters tend to have a virtually unblemished record of failure.
Read More