Tax reform has created meaningful economic effects and significant investment opportunities. We discuss those opportunities, the impact of rising interest rates, and our investment themes for 2018 in this quarter’s report.
In late January, we hosted two events in Austin for our clients and friends. We presented our investment themes and forecast for 2018. If you would like to view the presentation, click below.
Bitcoin has no shortage of true believers and naysayers. This InvestorPlace article presents the argument against Bitcoin as a real currency.