Who Should Consider a Cohabitation Agreement?
May 28, 2026
A cohabitation agreement is a legal document that defines financial rights, ownership, and responsibilities for unmarried couples living together.
All The News That's Fit For Investing
In an earlier less globalized era, American investors could ignore a debt default in Greece. European investors could disregard subprime mortgages in the United States. Investors did not care whether China devalued its currency or manipulated its stock market. Today, investors ignore global events at their peril.
We are often astonished that many investment professionals are unaware of basic international differences such as Common Law vs. Civil Law or bank vs. capital market financial systems. Understanding these fundamentals helps us gauge risk and reward in global financial markets. We believe country governance is as important as individual company analysis. In fact, this top-down valuation is so critical to our foreign investment strategy, we’ve developed proprietary tools to guide our decision making.
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Quarterly Reporting: Should the SEC Switch to Semiannual Reporting?
May 18, 2026
The SEC is considering a proposal that would allow public companies to report earnings semiannually instead of quarterly. While supporters argue the change could reduce short term pressure on management...
The Iran War and the Rewiring of Global Energy Markets
May 13, 2026
Two months after U.S. and Israeli airstrikes on Iran, the global oil market in 2026 has been turned on its head. Brent crude sits at $107, the UAE has walked...
Private Equity and Private Credit: The Illusion of Stability
April 8, 2026
Private equity and private credit are often marketed as stable, uncorrelated alternatives to public markets. But infrequent pricing, illiquidity, redemption gates, and complex fee structures tell a different story. GHPIA...
