The Frog in the Boiling Water
Many of our clients are upset or at least disappointed about the situation with the U.S. government debt and deficits. For context,...
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Our Recent Posts
RBeckwith
- Aug 24
Where There's Complexity, There's Opportunity
Often the most difficult problems in life are also the most rewarding to solve. There’s no easy answer because if there was, the problem...
ACosgrove
- Jul 20
Jelly Donuts
Ever heard of the jelly donut theory of monetary policy? Here it is, as explained by David Einhorn from Greenlight Capital: "The jelly...
ACosgrove
- Jul 6
Do You Have an Independent Mindset? You Might Be The People For Us.
The entrepreneurs we love are independent thinkers. Most people can only see what is - what has just happened and what's happening right...
ACosgrove
- Jun 1
If Price is All You Have...What Exactly Do You Have?
So much of what happens in investing is all about price - the price of a stock, the price of a bond, the price of whatever…if the price...
ACosgrove
- May 2
The Waiting is the Hardest Part
Now looks like a good time for patience – especially with corporate bonds. Despite the volatility of the last 12-18 months, credit...
ACosgrove
- Apr 18
The Duration Chickens Come Home to Roost
When the “Si” bank (Silicon Valley, Signature, Silvergate) failures made headlines about 5 weeks ago, there was a palpable sense of...
ACosgrove
- Feb 2
Two Sides of the Same Coin: Entrepreneur and Investor
One of our principles at Bluestone is that business and investing are two sides of the same coin. As an entrepreneur you are an...
ACosgrove
- Jan 5
A Better Scoreboard
The turning of another page on the Gregorian calendar to mark the earth’s latest trip around the sun provides a natural opportunity to...
ACosgrove
- Oct 20, 2022
When the Pendulum Swings, It Usually Swings to Excess
Things are good. Things are not good. Those seem to be the two lenses through which most people view the world most of the time. “Human...
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