For capital market investors, 2022 was painful. The global stock and bond markets witnessed nearly $35 trillion vaporize during 2022 -...

Most investors delude themselves into thinking they're Mr. Buffett. At Mash, our approach is clear -- in general, do not average down.

As anticipated, it's turning out to be a test of patience for global market participants. Amidst the volatility and carnage, we have a...

1H22 is over. And it's more of the same at Mash. The carnage continues and so does our wait (I have no interest whatsoever in trying to...

As Munger says, it's waiting that helps you as an investor and most just can't stand to wait. Well, we waited and got rewarded. Once...

The beautiful astronomical clock in the photo is an unknown unknown (for me). Covid-19 and its variants. Unknown unknown. Unsustainable...

During the late 15th century, William Shakespeare penned his famous play Romeo and Juliet. A phrase therein gained popularity over time:...

Defense was the keyword during 2H21 and remains so for 1Q22. Please review What am I thinking? and What were you thinking? for a broader...

Over the last month, executives with 10% or greater ownership of a company, sold roughly $27 billion in stock while buying a whopping $2...

The virtual marketplace is abuzz. Variety of folks. Young, old, men, women, local, tourists. Dressed in an assortment of colours and...

Mash believes Global Alternative Assets should be part of your Core investment portfolio. Read more.

We are halfway through 2021. Alpha and Beta on portfolios and Delta on COVID variants seem top of mind. Sharing a Global Multi-Asset...

My thoughts, actually ramblings, on the froth and frenzy in today's global (US) markets. High growth stocks. Hot IPOs. SPACs. ARK. Tesla....

Valuation matters. US and World ex-US. TAM and EV/Sales. SPACulation! And more. Read on.

While SPACs are all the rage nowadays, they are hardly new. After all, human behavior is hardly new, right? Turns out, SPACs (Special...

In the process of increasing our allocation to "real assets" and "alternatives". Sharing the Global Multi-Asset allocation as of 31Mar21.