David Pinkerton

Year-to-date public markets have faced and cleared several macro hurdles including the US banking crisis, debt ceiling issue, and continuous…

During my career, there have been three systemic related banking system failures: the 1988/90's S&L Bailouts, the 2007/08 Global Financial…

“Creative Destruction: Here We Go Again” Wrapping up a year-end review and setting the stage for the next is always…

Asset allocation is perhaps the single most important determinant of over/underperformance when it comes to delivering returns to investors.  This…

The unwinding effects of the post pandemic government fiscal and monetary stimulus is now underway. Excessive liquidity creation during that…

I am opening this quarter’s comments in the face of the continuing war in Ukraine, and accordingly I write with…

The quarter was a strong one for our private equity heavy portfolios, the reasons of which are highlighted in our…

Economies are now at different stages of reopening which is correspondent to the degree to which local populations have become…

The election, inauguration and impeachment tensions have now passed, and headlines have shifted to the classics such as monetary/fiscal policy,…

As we approach the end of 2020 and recap the turbulent ride we have all been on over the last…

The last few months have been full of emotional turbulence for many people for a variety of reasons. Lives were…

I will give a story that I hope will be an interesting alternative from the deluge of content about interest…