3 min read
DOES CHINA HAVE ITS SWAGGER BACK?
Michael Miller: Nov 11, 2025, 11:26:02 AM
Notes from Hong Kong on Travel, Momentum, and What Might Be Shifting
Portfolio Diversification
3 min read
CLONES
Michael Miller: Jun 9, 2025, 12:00:00 PM
When leadership narrows and a few dominant names drive the gains, it's rarely a sign of strength. Rallies built on concentration often reflect habit,...
2 min read
IS VALUE INVESTING DEAD?
Michael Miller: Jun 1, 2025, 4:15:00 PM
Or Just Drowned Out by a Better Story?
2 min read
THE ILLUSION OF CERTAINTY
Michael Miller: Dec 6, 2024, 8:45:00 AM
Certainty has a way of seducing investors, particularly when the market narrative appears to align so neatly with past successes. Today, the US...
2 min read
Mayhem As Opportunity
Michael Miller: Nov 17, 2024, 9:45:00 PM
With markets in flux and large price movements making headlines, it’s natural to feel some trepidation about what lies ahead. Yet, as we often remind...
3 min read
Fight or Flight
Michael Miller: Mar 21, 2024, 1:18:47 PM
Generally speaking, only time and the relative calm between major crises allow us to gain a reasonable sense of the truth. Currently, in assessing...