Do we have the capability to eliminate booms and busts in economic activity? The answer in my judgment is no, because there is no tool to change human nature. Too often people are prone to recurring bouts of optimism and pessimism.
May 27, 2020
Over the years, I’ve always enjoyed going to growth stock conferences. You meet interesting people and learn about upcoming companies. Sometimes, you even learn about yourself. That happened years ago in Baltimore. For whatever reason, I was late at the start of the conference and decided to stand in the back of the room rather than disturb...
May 19, 2020
By no means are we out of the woods yet with the Coronavirus pandemic, but things are certainly trending in the right direction. The incredible social distancing efforts that Americans have endured has “flattened the curve” and our politicians are working to restore our society to some form of normalcy.
A return to normalcy is also...
April 15, 2020
Years ago, I was randomly changing television channels when suddenly, I saw something extraordinary. A young boy was standing with his back to a cathedral in Paris. There was an artist’s palette behind him. Then a voice said, “Now turn around.” The boy turned, stared at the medieval cathedral for a moment, then turned again with his back to the...
March 25, 2020
During this time of unprecedented uncertainty, all of us here at Contravisory are concerned about the safety and well-being of our families, colleagues, customers, partners, and the many friends who make up Contravisory’s broader family. Please know that we are thinking of you.
To keep you informed, we thought it would be important to...
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