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.

How Confident Are You in Your Financial Future?

July 1, 2018

Humans are weirdly over-confident about things they know nothing about. Don’t let that hurt you financially.  

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The Perils of Buying Low

May 1, 2018

Why the price for one share of stock is a nearly meaningless number.  

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CEO Compensation is Off the Charts

April 1, 2018

New regulations increase transparency into executive compensation. Will it change behavior?  

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How to RIG Your Retirement

March 1, 2018

How can you make sure that your money lives longer than you do?  

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Feeding at the Trough of the Stock Market

January 1, 2018

Buying at a market trough is a wonderful thing. But those opportunities are so rare that it’s not worth waiting for them.  

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America’s Level of Margin Debt Can Be Scary

November 1, 2017

Margin debt as a percent of GDP is higher than ever.  

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Crash!

October 1, 2017

A closer look at five earlier stock market crashes and what lessons they hold for us today.  

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Nasdaq’s Funny Math, or How 22 Can Sometimes Be 50

September 1, 2017

There are many ways to average numbers. Always read the footnotes to find out if you’re being hoodwinked.  

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Scams, Scams, Scams

July 1, 2017

There are hundreds of scams out there, trying to separate you from your hard-earned money. Be wary.  

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