September 2024TwinFocus InsightsPrivate Equity: No Mas“No Mas” Private Equity The TwinFocus research team has met with hundreds of private equity managers over the past decade-plus. We have compared the returns against public peers. We have applied good old common sense. Our views on private equity……Read More
August 2024TwinFocus InsightsQ2-2024 Commentary: Find Shorter LinesExperienced market watchers understand the significant impact that understanding boom-bust cycles can have on returns. As Warren Buffett wisely said, one should be ‘greedy when everyone is fearful’. However, as Soros astutely pointed out, investors often shape reality. The example……Read More
June 2024TwinFocus Insights2023 was the Year of the Woman due to economic, cultural and social achievements by women. At TwinFocus we are proud to support women through their wealth journey, including by partnering with the Women’s Foundation of Boston to sponsor the Make Her Mark event in September 2024.The Year of the Woman 2023 was dubbed the “Year of the Woman” due to series of significant economic, cultural, and social achievements by women that demonstrated their profound influence and leadership across various fields. Female entertainers like Beyonce, Taylor……Read More
May 2024TwinFocus InsightsThe Unanswered Questions on the Winners from AIIntroduction For years, AI has been more academically focused as a sector of technology that was always an afterthought. This was the case until a small open-source AI company known mainly for trying to get robots to beat humans at……Read More
May 2024TwinFocus InsightsQ1-2024 Commentary: US ExceptionalismFortune ran a cover story in February discussing the phenomenal performance of the US post-pandemic and asking the question, “IS THE US EXCEPTIONAL VS THE REST OF THE WORLD?” The Wall Street Journal ran a story on 4/15 with the……Read More
April 2024TwinFocus InsightsTwinFocus Global Research Team Note: Modern Monetary Theory, Fact or Folly?INTRODUCTION We are writing this opinion piece today because we believe that all investors are currently placing their bets, whether passively or actively, on Modern Monetary Theory (MMT) as the new driving force behind economic markets. Investors seem to implicitly……Read More
