Articles Posted on Jan 22, 2025Jan 22, 2025 Investment Letter | January 2025 2024 was another good year for stocks overall thanks to continued strength in just a handful of the largest technology and internet companies. The famed “Magnificent Seven” once again comprised the bulk of stocks’ overall returns. read more
Podcasts Posted on Jul 3, 2024Jul 3, 2024 Keeping A Float: Insurance Deep Dive Neil Rose, Kawika Shoji, and Arthur Mallet discuss the insurance industry and how Neil chooses what horses to bet on. Listen