Brexit. A border wall. Punitive tariffs. Trade wars. Reading today’s headlines, one might think that the resurgence of nationalism, both in the U.S. and around the world, has placed a death … [Read more...]
The “Winner Take All” Dynamic in Investing
Prior to the turn of the last century, the industrial revolution was powered by capital and people intensive companies that came to dominate the economic system. Railroads, manufacturers, coal, steel … [Read more...]