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This Saturday: February 14th: "What Market Regime Are We In—and Why It Matters for Your Portfolio" -
February 14th: "What Market Regime Are We In—and Why It Matters for Your Portfolio" -
January 10th: Economic Update & Member Appreciation Luncheon -
For those of you who are not fans of DEI, you should be aware that investment fund managers a few years ago used their proxy voting authority to pressure companies into adopting DEI policies. The writer of this post disagrees with that policy. Fund managers have had a change of heart in the past couple of years. Vanguard's CEO wrote an op-ed for the WSJ admitting that DEI policies impaired investment return. Vanguard changed their pro-DEI policy. The referenced article lists fund managers in the order of wokeness. You can see who is voting in favor of your financial interest and who is stuck on DEI.
Opinion | The Corporate Proxy Flight From ESG
www.wsj.com
Fewer investment funds are dancing to progressive dictates.
Saturday, November 8: “Technical Analysis Presentation", by Zoë Bollinger -
Saturday, November 8: “Technical Analysis Presentation", by Zoë Bollinger -
Saturday, October 11: “AI Beyond the Buzz: Smarter Money, Leaner Work, Safer Decisions in 2025" -
Saturday, October 11: “AI Beyond the Buzz: Smarter Money, Leaner Work, Safer Decisions in 2025"
mailchi.mp
AI isn’t just Silicon Valley hype—it’s reshaping how money moves, how companies run, and how you get work done. In this talk, Dr. Satya Mallick will reveal how Klarna’s AI assistant replaced t...
Saturday, October 11: “AI Beyond the Buzz: Smarter Money, Leaner Work, Safer Decisions in 2025" -
Saturday, October 11: “AI Beyond the Buzz: Smarter Money, Leaner Work, Safer Decisions in 2025"
mailchi.mp
AI isn’t just Silicon Valley hype—it’s reshaping how money moves, how companies run, and how you get work done. In this talk, Dr. Satya Mallick will reveal how Klarna’s AI assistant replaced t...
Saturday, Sept 13: “Estate Planning Essentials: Trusts, Wills, and Protecting Your Legacy” -
I refuse to own Chinese stocks. In the long run, they will be a poor investment, and it is immoral to own companies in a country hostile to ours. Here are some financial (not moral) reasons why buying Chinese stocks is a bad idea (at least, bad if you do not carefully investigate first):
Opinion | Beijing’s ‘Legal Great Wall’ Helps Fleece U.S. Investors
www.wsj.com
The SEC may close a regulatory loophole. That isn’t enough. It should stop Chinese firms from listing on U.S. exchanges.