As a nation, the United States reduced its carbon emissions 1.7% in 2016. Over the past 14 years, U.S. carbon emissions are down more than 10%. The path to a cleaner global environment? Free markets and private sector innovation.
Rail. Bulk commodities. The Association of American Railroads (“AAR”) posts a free weekly rail traffic report on rail volumes transported across North America by major category and car type. Since traffic plunged so much last year, year over year changes are encouraging. As the year progresses we expect year over year gains will … Read More >
Building an aviation investment business can be simultaneously regional or global, small or big, geographically disbursed or centralized. By its nature, it involves assets moving between jurisdictions, on a global basis. Like flying, it is a multi-dimensional discipline. Pilots are not only aware of ‘up’ and ‘down’ but of spatial relationships (distance), and the ‘attitude’ … Read More >
Simple rules advance economic results. Investment strategy is the evolution of a central idea through continually changing circumstances. Successful investors are focused, disciplined and consistent. They think a great deal about what they do and how to do it. They think like owners, follow basic principles, and get interested in opportunities when prices … Read More >
Our economic environment is improving. With a more business friendly President we have the certainty of reduced Government regulation. Questions remain regarding health care reform, the timing and potential for tax cuts, and fiscal stimulus. Will favorable expectations remain? Given the best outcome there is opportunity for continued growth with increased financial stability. But there … Read More >