"People who think they know what is going to happen next are fools. Surprises - the unexpected 'Black Swan' - are inevitable." -Martin Wolf We manage portfolios for the Black Swan event. We expect the unexpected. Recent Posts Are U.S Equities now Global? November 21, 2024 Blockchain and Digital Assets January 6, 2022 Managing Black Swans June 22, 2017 What is a Black Swan Event? June 21, 2017