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Thoughts from the Frontline
Past Performance is Not Indicative of Future Results
Two weeks after SIC ended, I am still assimilating everything. Different pieces are connecting in my head. I would like to tell you I have a clear vision of where we are headed. Sadly, that is not quite the case. Good things are coming, but not just yet. I remain, as always, an optimist about the long run. The challenges are real. So is the ingenuity that has gotten us through worse.
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Thoughts from the Frontline
Shootout at the Inflation Corral
One of the things I’ve learned after more than two decades of SIC is that the conference doesn’t really end when the final session wraps up. In some ways, that’s when the real work begins. It’s afterward, when I begin reviewing transcripts and notes, that the larger patterns start to emerge. I think there are a lot of attendees doing the same thing. What did we learn that will cause us to change something? Either in our portfolios or our lives?
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