Investing Research

We are fundamental, long-term investors focused on producing consistent positive returns.

Economics Research

We follow the money by integrating savings and debt into an economic cash flow model. Our approach provides portfolio research supporting long-term stock market sales growth and profit margins.

Pension Research

Our original business was the application of financial research to pension plan asset allocations. We have developed a proprietary database of corporate and public fund data and have a thorough understanding of the financial concepts governing pensions. Our research has been published over the decades. We still publish this research as a labor of love. Feel free to access it or contact us about it.

Research Links

Investing Research:

Economic Research:

Economic Research Archive:

Pension Research:

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