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Three Strategies for a Mixed Performing Portfolio

By Roger-Conrad on Jan. 16, 2017
Many investors ask themselves the most questions when their portfolio is performing solidly mixed. First written in Conrad's Utility Investor, here are three strategies and considerations for when your investment next steps aren't clear. We also include thoughts on what's happening in the high yield space, given investor enthusiasm for such names in recent weeks.

The View From Yunnan: My Big Little Corner Of The Worldwide Web

By nrconrad13 on Jan. 12, 2017
Back home after a semester in Yunnan province, Nate Conrad, Roger's eldest son, shares some of the nuances of internet use in China.

The Quiet Partner to Public Cloud Companies

By Jason R. Koepke on Jan. 9, 2017
Cloud technology has become a catch-all answer to almost any software or business challenge, to the point of being cliché. That’s nice if you’re creating a pitch deck, but if you’re investing your money, you need to crack open that cliché and understand what’s happening.

India’s Curse of Cash

By ymostrous on Jan. 2, 2017
On Nov. 8, 2016, India’s Prime Minister Narendra Modi proved one more time that he’s not an ordinary politician when the government withdrew the legal-tender status of the 500- and 1,000-rupee currency notes. India’s decision to ban some currency has created problems, but only in the short term. The economy and market remain robust, and the coming volatility is an opportunity to buy.

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