Buybacks and Insider Selling
27 Mar 2020Over the past decade, S&P 500 companies have spent a staggering $5 trillion repurchasing their stock. This buyback boom was buoyed by low rates and then again by corporate tax cuts.
Currency Matters
13 Mar 2020The minute you invest in foreign markets, you introduce currency risk into the portfolio.
The Path to Multi-Currency
03 Mar 2020The US dollar has long dominated global cross-border trade and currently accounts for two-thirds of international debt. This type of centralized power gives the US significant influence over the economic fate of other countries.
Concentration risk is alive and well, at least for the S&P 500
26 Feb 2020With the market at record concentration levels, the business models that are expected to dominate the world forever are beginning to show some cracks.
A New Decade For Investment
03 Jan 2020Find out how SANDSTONE Asset Management performed in 2019 as well as their strategies for investing in the decade ahead.
The Case for Investment in Vietnam
02 Dec 2019Vietnam is a market that is largely overlooked and under-owned by the average investor. Why is this the case?