First Quarter 2025
“The reports of my death have been grossly exaggerated” - Mark TwainOne of the more profound challenges, both in investing and in life,...
31
Mar
Quarterly Market Insights
31
Dec
Fourth Quarter 2024
“If you want to lift yourself up, lift up someone else" - Booker T. WashingtonWe are witnessing a flood of capital—$632 billion by a re...
30
Sep
Third Quarter 2024
“The big money is not in the buying and the selling but in the waiting” – Charlie MungerSetting monetary policy has been compared to ta...
30
Jun
Second Quarter 2024
"Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn’t … pays it." -Albert EinsteinOn A...
31
Mar
First Quarter 2024
“When we strive to become better than we are, everything around us becomes better too.” - Paulo CoelhoOf all the fascinating things goi...
31
Dec
Fourth Quarter 2023
“Decisions have to be made for the way the world is, not for the way we’d like it to be.” Charlie Munger, Vice Chairman, Berkshire Hath...
30
Sep
Third Quarter 2023
The Remora Strategy
If you were to consult ChatGPT about the year’s most impactful issues, you might get a dissertation not only on ...
30
Jun
Second Quarter 2023
Location, Location, Location
We’ve all heard that before. The purpose of repeating the word three times is to stress that location i...
31
Mar
First Quarter 2023
Leverage can sting, cash flow can maim, but liquidity kills…Four years ago, the portfolio managers here at Naples Global Advisors made ...
31
Dec
Fourth Quarter 2022
“Volatility is a fee, not a fine.” Morgan Housel, The Psychology of MoneyMarket volatility is a phrase thrown around by the press rath...