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...
Glenn D. Surowiec
Dec 7, 2021
46
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...
Glenn D. Surowiec
Dec 2, 2021
36
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...
Glenn D. Surowiec
Nov 30, 2021
22
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...
Glenn D. Surowiec
Oct 26, 2021
20
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...
Glenn D. Surowiec
Oct 15, 2021
32
Principle- and Ethics-Driven Investing
Where do principles, ethics, and personal values fit into ‘value investing’? If I’m concerned about sustainability, corporate...
Glenn D. Surowiec
Oct 6, 2021
17
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...
Glenn D. Surowiec
Sep 17, 2021
39
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,...
Glenn D. Surowiec
Sep 13, 2021
34
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...
Glenn D. Surowiec
Sep 8, 2021
35
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...
Glenn D. Surowiec
Sep 2, 2021
29
