We recently sent out our quarterly "Investment Climate" to our clients, in which we make a few comments about our current view of issues of importance to investors.
Our performance data through the end of the March 2012 quarter has also been updated and can be found in the "Investment Management" portion...
Monday, April 23, 2012
Mobile computing and growth investing
We recently attended the 2012 Linley Mobile Technology Conference, which was held in San Jose on April 16 and 17 and hosted by technology research firm The Linley Group. The conference was attended by numerous engineers for companies involved in the design of mobile connected devices and the components that make those devices...
Thursday, April 12, 2012
Apple, Amazon, the Sherman Act, and freedom
Memo to Tim Cook: we've finally found a good use for a portion of Apple's enormous hoard of cash -- take the recent civil antitrust case against your company all the way to the Supreme Court.*Yesterday, in a press conference, Attorney General Eric Holder explained the lawsuit that his Department of Justice is bringing against Apple and five large...
Thursday, April 05, 2012
Innovation, innovation, innovation
Here's a terrific new video from economist Brian Wesbury entitled "Good Thursday, Good Friday," explaining that the economic recovery is now building on itself in a virtuous cycle.Mr. Wesbury points to three reasons for the fact that some important economic measures are better right now than they have been since 1999, and the first (and, in our view,...
