Following the Graham and Dodd style of investing in equities and fixed income, we focus on finding mispriced, undervalued, quality investments to help create long-term wealth with a margin of safety. Putting our clients' best interests first, we work together with them to reach their personal investment goals.
Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »
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The longstanding inverse relationship between gold and real interest rates seems to have broken down, suggesting new forces—central bank buying, geopolitical uncertainty, and portfolio diversification—have a larger role in driving demand.
June 1, 2023
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