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Russia's invasion of Ukraine hasn't gone according to plan... Russia's full-scale invasion of Ukraine came after years of rising tensions between the two countries. The world was surprised by the speed with which the invasion began. Even more surprising is how Russia appears to be stunned by the firm resistance Ukraine forces have shown. No […]
- GD
As Russia-Ukraine tensions continue to rise, we're starting to feel the effects here in the U.S... Last week, the U.S. and the U.K. announced another pivotal step in the effort to pressure Russia to halt its war in Ukraine. They announced a ban on imports of Russian oil and Russian-finished petroleum goods. While Russian oil […]
The most important factor in building Altimetry... Warren Buffett once said, "In looking for people to hire, look for three qualities: integrity, intelligence, and energy. And if they don't have the first, the other two will kill you." We approach recruiting and hiring people with the same mindset we have when reviewing management teams. Determining […]
- NNVC
Steve Jobs' visionary status was built on reacting to and learning from the things around him... Growing up in Silicon Valley, Jobs was fortunate enough to have access to a computer in the NASA Ames Research Center. Starting with computers at such a young age led Jobs to spend his life dreaming about what computers […]
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You may have been hearing, "May you live in interesting times..." While this saying isn't truly a curse in some languages, the last few years have led many to rethink the premise. Those hoping for calm after the lifting of pandemic-related restrictions are left feeling disappointed. The headlines of another crisis just kept rolling in […]
- NEE
Scammers have recently turned to dating apps to find their next victim... If you've binged Netflix (NFLX) at all during the past couple of months, no one will blame you for concerns of being scammed. First on Netflix was Inventing Anna, where a fake German heiress swindles wealthy New Yorkers and banks into giving her […]
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After the first two months of 2022, investors are surveying the damage... After the quickest economic recovery in history leading to historic highs, the last few months have done much to reverse investors' fortunes. The market has been routed, with the major indexes significantly down since the beginning of the year. The S&P 500 Index, […]
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I'm writing to you this week from Belgium... Brussels, the country's capital, hosts the offices for most European Union ("EU") organizations. The city also shares the European Parliament with Strasbourg, France. It's the de facto headquarters and capital of the EU, even though it isn't officially named one. Before I get to investing thoughts, I […]
- LPLA
Going from isolation to independence... The U.S. workforce spent a lot of time in isolation during the pandemic. But 2022 seems to be the start of a new direction. The return to "business as usual" seems in order. There are many reasons to be excited, from traveling across the world, going out more, and stressing […]
- FVRR
The hotel industry is seeing a recovery... After many false starts, it looks like the world is close to making an important vocabulary change when talking about the coronavirus pandemic. The world is quickly shifting from a life-altering pandemic to an endemic. For many, thanks to COVID-19 vaccines and treatments, it is now not a […]
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