Glenn D. Surowiec
- Dec 7, 2021
What is the ‘Capital Cycle Effect’?
This is something you’ve mentioned in past newsletters and writings, but I’m not sure what this means. Can you explain what you mean by...
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Glenn D. Surowiec
- Dec 2, 2021
What should I think about as the year ends?
Are there any financial or investment-related activities, questions, or concerns that I should be thinking about or addressing as we...
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Glenn D. Surowiec
- Nov 30, 2021
Are labor shortages an issue for investors?
Q: Aside from inflation, I keep hearing about labor shortages and what people (or at least the press) have started calling the ‘Great...
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Glenn D. Surowiec
- Oct 26, 2021
Individual Retirement Account Rollovers
I’m leaving my previous employer, and that means I need to decide what to do with my employer-managed retirement plan. Should I roll my...
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Glenn D. Surowiec
- Oct 15, 2021
Bottom-Up vs Top-Down Investing
Should investors pay more attention to macro-economic trends or to individual company characteristics when making investment decisions? I...
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Glenn D. Surowiec
- Oct 6, 2021
Principle- and Ethics-Driven Investing
Where do principles, ethics, and personal values fit into ‘value investing’? If I’m concerned about sustainability, corporate...
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Glenn D. Surowiec
- Sep 17, 2021
Q&A: Are commodities worth investing in?
You’ve talked in your writing about a lot of different types of investments – technology, pharma, retail, real estate, etc. – but you...
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Glenn D. Surowiec
- Sep 13, 2021
Mid-Year Investor Update: Summer 2021
Invest in inflation. It's the only thing going up. Will Rogers Inflation is as violent as a mugger, as frightening as an armed robber,...
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Glenn D. Surowiec
- Sep 8, 2021
Q&A: How do you evaluate capital reinvestments?
Many companies reinvest their cash flow or new capital back into the business. Sometimes that strengthens the business, and sometimes it...
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Glenn D. Surowiec
- Sep 2, 2021
What’s the latest on market conditions?
Summer 2021 was supposed to be wild and carefree, the so-called “Hot Vax Summer” (as CNN Business wrote back in May) that would show the...
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