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.
Humans are weirdly over-confident about things they know nothing about. Don’t let that hurt you financially.
Read MoreWhy the price for one share of stock is a nearly meaningless number.
Read MoreNew regulations increase transparency into executive compensation. Will it change behavior?
Read MoreHow can you make sure that your money lives longer than you do?
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 MoreThere are many ways to average numbers. Always read the footnotes to find out if you’re being hoodwinked.
Read MoreThere are hundreds of scams out there, trying to separate you from your hard-earned money. Be wary.
Read More