Pessimism Abounds
We were in an outdoor café in downtown Warsaw. Invesco had entered into a joint venture with a French insurance company and the Polish Post Office as one of a small handful of western asset managers partnering with what seemed like unlikely local firms to give Polish citizens options for managing their government retirement benefits,…
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Bubble, Bubble Toil and Trouble
I know we are past Halloween, but everyone seems to be scared of an AI bubble. It seems to be the only thing people can talk about in investing circles. So, are we in an AI bubble? Of course we are, but that is not the right question.
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Second Quarter 2025
Freedom is under fire—from both sides of the aisle. Critics say the free market isn’t working, yet their examples—housing, healthcare, education—are all heavily regulated. The problem isn’t the market; it’s the lack of one. As Friedman warned, skepticism of markets often masks a deeper discomfort with freedom itself.
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