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.
Apple is now worth over $1 trillion. We look back at former stock market pioneers and find some commonalities.
Read MoreBuying at a market trough is a wonderful thing. But those opportunities are so rare that it’s not worth waiting for them.
Read MoreMargin debt as a percent of GDP is higher than ever.
Read MoreA look back at the mistakes Inkwell has made in its first five years.
Read MoreThere’s always at least one hot sector of the stock market. You don’t have to follow everyone else into each new investing fad.
Read MoreThe stock market has been little more than flat over the recent past. What returns can investors reasonably expect going forward?
Read MoreThe future of the stock market is always hard to predict, but one long-term metric can give us a rough idea of what to expect.
Read MoreAugust 24, 2015 was a wild and crazy day in the stock market. Our suggested response to the madness.
Read MoreWhat does it take for a company to remain at the top of the Fortune 500 over the decades?
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