Client Update, October 2025: What do the CEOs say?
“Outside of its legitimate function, government does nothing as well or economically as the private sector.” Former U.S. President Ronald...
Glenn D. Surowiec
Oct 11
Client Update, August 6, 2025: A Tariff Update
It’s been just over four months since Trump’s April 2 “Liberation Day” tariff announcements, and many observers have been surprised by...
Glenn D. Surowiec
Aug 5
Client Update, July 13, 2025: The Rule Book.
“ Microeconomics is what you do, macroeconomics is what you put up with. ” Charlie Munger, former vice chairman of Berkshire Hathaway...
Glenn D. Surowiec
Jul 12
Client Update, June 8, 2025: The imminent end of an era.
“ Tell me who your heroes are, and I'll tell you who you’ll turn out to be. ” Warren Buffett, Chairman and CEO of Berkshire Hathaway We...
Glenn D. Surowiec
Jun 11
Client Update, May 8, 2025: Tariffs at work.
“ In the United States we should be looking to trade with the rest of the world, and we should do what we do best and they should do what...
Glenn D. Surowiec
May 7
Client Update, April 9, 2025: What a month.
“So that the record of history is absolutely crystal clear. That there is no alternative way, so far discovered, of improving the lot of...
Glenn D. Surowiec
Apr 8
Client Update, February 15, 2025: A new year
“The secret to successful investing is relatively simple: figure out the value of something and then pay a lot less.” Joel Greenblatt...
Glenn D. Surowiec
Feb 15
Glenn Appears on MOI Global's Best Ideas 2025
Enjoy my Best Ideas 2025 Conference appearance with John Mihaljevic, CFA and Chairman of MOI Global. Listen now >
Glenn D. Surowiec
Feb 3
