There’s no shortage of money sloshing around today trying to find a home. That includes venture capital (VC). Financial headlines...

One of the buzz terms in the financial advisor industry is “wealth management.” The term is increasingly used by advisors who once...

Stephen Roach (former Chairman of Morgan Stanley Asia and now faculty member at Yale University) recently wrote a review of the actions...

We’re spending a lot of time at the moment on Opportunity Zones (OZ) and probably will until the end of the year. The rules, as currently...

In business and investing, a bright line is often painted: on one side of the line are those who like to pay a cheap price for a company;...

Thinking for yourself may be one of the hardest things in the world to do. It’s probably second only to acting on the basis of one’s own...

Being business owners, most of our clients hold more cash than the average person. The cash often acts as ballast for the heavy...

Some investors today are not concerned about the Federal Reserves’ ongoing response to the pandemic (buying $80B of Treasury notes and...

Many people look at business and investing as two completely different activities: one requires organizing employees, materials, and...

As we’ve said many, many times before, at Bluestone we view business and investing as two sides of the same coin. The same philosophy and...

I was deeply saddened and troubled to learn of the death last week of Charles de Vaulx. He was 59 years old. The circumstances of his...

Inflation has been in the news quite a bit this year. Just last week the March figures for the Consumer Price Index (CPI) came in at 2.6%...

When the world is awash in money and investing seems easy, a lot of stuff gets overlooked. Emboldened by recent returns, the actions of...

Back in 2013, Ben Hunt of Epsilon Theory published an article titled “A World of Guarantees.”1 To humbly summarize: The Federal Reserve...

Today’s world is one of specialization. More complexity, more innovation – it’s extremely difficult to have a sound grasp of the body of...

One thing that does not seem to matter very much to investors today is price. By price I mean the amount paid for an asset in relation to...

“Will Growth Investors Have the Nerve to be Contrarians?”(1) was the question posed by Richard Bernstein Advisors (RBA).(2) Buying...

We’ve experienced a long, slow-burning bull market since March 2009. For most of that time stock index valuations have exceeded...

Where to begin with 2020? There’s not much to say that hasn’t already been said, and most are quite happy to say goodbye to a year that...

One of the most important changes in business in the coming decades could be the shift from TSR to TSI. Which means…what, exactly? In...