Insights
A new form of transaction authentication has emerged. A small but growing contingent of participants are recording transactions on an electronic public record known as the “blockchain”.1 2 This may eventually replace much of the global transaction “validation” and “authentication” process. If this occurs, it could massively impact the banking and legal institutions we have […]
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The impact of Artificial Intelligence and the Permian Basin opportunity. In this essay we address: Finally, we weigh which aspects are more or less likely to occur and explain why we own certain holdings. These themes are intertwined so we will start with why we feel you may want to swap mega cap tech stocks […]
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We are highlighting a shift in the portfolios reflecting our preference for what we view as a lower-risk investing approach in lieu of the mega cap tech giants. At the end we will explain why we think this approach is a thoughtful alternative to buying “The Magnificent Seven” or the NASDAQ 100 index comprised stocks […]
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