Even Flow

The Big Picture “Thoughts arrive like butterflies” – Eddie Vedder of the rock band Pearl Jam I have had many conversations over these past years discussing the underlying themes that have driven the markets for the last decade. It has led to some good discussions, points, friendly debates, and plenty of thoughts arriving like butterflies. […]


The Big Picture “To infinity and beyond!”¬†– Buzz Lightyear from Toy Story The movie Toy Story was Pixar’s first major film release in 1995 and began a string of successes for Pixar. Pixar was also a serious disruptor that ended traditional cartooning. Historically, disruptors or innovators have had an interesting effect on markets and investors. […]

The Game

The Big Picture “Markets can be irrational longer than you can remain solvent.” – John Maynard Keynes An understatement in the least. So what was the game with¬†GameStop? For about a week, GameStop was the most important story in the financial markets. GameStop, a video game and gaming merchandise retailer. While there have been some […]