November 2024TwinFocus InsightsTax & Wealth Structuring | Post-Election Legislative Analysis & DiscussionIntroduction Given the results of the Republican “trifecta” (Republican sweep of the Presidency, Senate and House) in the most recent presidential elections, President Trump and the Republican-controlled Congress maintain the ability to enact significant changes to tax policy and legislation……Read More
November 2024TwinFocus InsightsEmerging Markets | China – Is This Time Different? INTRODUCTION On September 24, 2024, China announced a major stimulus package, its largest since the pandemic, pledging to ramp up fiscal support. The package aimed to address the country’s slowing economic growth and declining consumer confidence. Key measures included……Read More
October 2024TwinFocus Insights3Q_2024 Quarterly LetterIn each of our quarterly letters, we highlight a topic we believe is underappreciated by the market and dive deeper into its implications. This quarter, we explore why gold investors are often disparagingly referred to as “bugs” and what that……Read More
September 2024TwinFocus InsightsJPOW: Everything Is “Fine”Chairman Powell commented on September 18th during the FOMC news conference, “The U.S. Economy is basically fine if you talk to… business people who are actually out there doing business.” Janet Yellen, the former Fed chair, and current Treasury secretary,……Read More
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
