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.
James Holzhauer has made Jeopardy! history this year. His record-breaking run also provides an object lesson for us investors.
Read MoreIt takes much more than raw intelligence and knowing how to use a spreadsheet to make it in this business.
Read MoreHow ten current mutual funds stack up against the market.
Read MoreBeating the market is possible, but might entail some short-term pain.
Read MoreDilbert creator Scott Adams has some words of wisdom for us investors.
Read MoreWall Street’s definition of risk is wrong. We set the record straight.
Read MoreHow did Walter Schloss, who described himself as not very smart, crush the returns of a genius competitor?
Read MoreThe dangers of diversification.
Read More