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 10, 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 12, 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
Apr 1, 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 22, 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
Inflation, Ukraine and Portfolio Updates
Inflation is the one form of taxation that can be imposed without legislation. —Milton Friedman Inflation is the parent of unemployment...
Glenn D. Surowiec
Mar 3, 2022
How much volatility should I tolerate?
We’re clearly in a weird environment right now: inflationary, though some of that may be transitory; economy booming in some ways,...
Glenn D. Surowiec
Feb 28, 2022
Does a company’s market cap matter?
Does it make a difference having companies of different sizes (small-cap, mid-cap, and large-cap stocks) mixed into a portfolio? How do...
Glenn D. Surowiec
Feb 19, 2022
Is technology-facilitated investing worth it?
Are investment apps like Robinhood that are designed to facilitate individual, small-scale investments and services that use...
Glenn D. Surowiec
Feb 11, 2022
Conducting Due Diligence
What steps can I take to figure out if an asset is a good buy or not? What pieces of information do I need to look at, where do I find...
Glenn D. Surowiec
Jan 25, 2022
