Noah Blackstein & David Picton - Informal Summary Notes – December 8th, 2021

 December 14, 2021 |Vito Finucci

Noah Blackstein and David Picton have both been successfully running equities since the 1990s. We recently participated in a call with them, here are our notes.

Read more

Fidelity's Mark Schmehl Update - December 8th, 2021

 December 13, 2021 |Vito Finucci

We recently heard from Fidelity's Mark Schmehl on his latest market thoughts and positioning. Here are the notes!

Read more

RBC Market Update - Week ending December 10, 2021

 December 10, 2021 |Eric Janitis

We share our thoughts on the year ahead. Please note this will be our last letter for 2021. We will return in January. Happy holidays to all and thank you for the feedback throughout the year.

Read more