Rising Interest Rates
Q: The Fed is aggressively raising interest rates. What does that mean for investors? A: Inflation is setting 40-year records. It...
Glenn D. Surowiec
Jul 12, 2022
Return on Invested Capital
Q: I read an article arguing that return on invested capital is the single most important investing metric. Is that true, especially from...
Glenn D. Surowiec
Jun 20, 2022
Teaching Kids About Investing
Q: Do you have any recommendations for how to start teaching my kids about investing? What if I myself need to do some self-teaching...
Glenn D. Surowiec
Jun 9, 2022
Ongoing Due Diligence: How do you evaluate investments after you've made them?
Another due diligence question: how do you evaluate investments after you’ve made them to make sure they remain smart investments and...
Glenn D. Surowiec
May 23, 2022
What are some of the beneficiaries of inflationary environments?
Almost any set of economic conditions – including inflationary environments – are going to produce at least some winners. Who is poised...
Glenn D. Surowiec
May 16, 2022
What is the Fed thinking?
Over the past few months, the Federal Reserve has struck a very different tone in its comments and actions from the previous couple of...
Glenn D. Surowiec
May 9, 2022
How GDS Invests
The GDS Investments philosophy is to invest in foundationally strong companies which are well-positioned for long-term growth and then...
Glenn D. Surowiec
Apr 11, 2022
Geopolitical events and the markets
You wrote in your “Inflation, Ukraine and Portfolio Updates” letter, “An even more diminished Russia will likely have little impact upon...
Glenn D. Surowiec
Mar 31, 2022
On My Desk: Noteworthy News
A new survey finds that Americans are unhappier than they’ve been in decades, or possibly ever. Why? A study on American happiness came...
Glenn D. Surowiec
Mar 21, 2022
A Deeper Look at Due Diligence
In your answer about conducting due diligence on potential investments, you wrote, “The way to get the most bang for your buck is where...
Glenn D. Surowiec
Mar 16, 2022
