Diary of a Portfolio Manager

 November 25, 2022 |Todd Kennedy
Good Day, So far so good…in November, anyway. The Markets seem pretty happy this month. Is a Santa Claus rally in the offing? The environment has been more stable of late based on the view that the intense pressure on central banks to tighten monetary...
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Diary of a Portfolio Manager

 November 05, 2022 |Todd Kennedy
“Eat at a local restaurant tonight. Get the cream sauce. Have a cold pint at 4 o’clock in a mostly empty bar. Go somewhere you’ve never been. Listen to someone you think may have nothing in common with you. Order the steak rare. Eat an oyster. Have a...
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