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US and China: In the Foothills of Cold War

Listen on: iTunes | Google Podcasts | Online Over the last six months we have skewed our portfolio more towards defense companies. We have done this intentionally. The world appears less safe today than at any time since the Berlin Wall came down. After 9/11 the world was united to fight terrorists. Even Russia – our Cold War foe – […]

Defense Stocks

Listen on: iTunes | Google Podcasts | Online We purchased several American and European defense companies. We like these businesses for several reasons: Their business will not be significantly impacted by or changed by the coronavirus. The government will maintain military production, and maintenance of submarines, aircraft, and tanks will continue with or without social distancing. Also, the world is […]