Author Archive for: Simon Lack

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Entries by Simon Lack

Screwed By Tariffs

April 2, 2025/0 Comments/in Midstream Energy Infrastructure SL Advisors Talks Markets/by Simon Lack

SL Advisors Talks Markets

Screwed By Tariffs

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00:04:58

Americans did vote for tariffs when we elected Donald Trump. Many perhaps thought they’d be implemented with a clearer strategic purpose. I had hoped we’d use them to open up foreign markets such as the EU, reducing our trade deficit by exporting more not by importing less. And most voters probably weren’t voting for a […]

ARK’s Cathie Wood: Getting Rich While Losing Money

March 30, 2025/1 Comment/in Midstream Energy Infrastructure SL Advisors Talks Markets/by Simon Lack

SL Advisors Talks Markets

ARK’s Cathie Wood: Getting Rich While Losing Money

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00:05:02

Which is a more important measure of an investment manager’s skill – the return on the first dollar invested at inception, or the return on the average dollar? Return since inception is widely used because it covers the longest period. If performance is reasonably consistent, both methods should tell the same story. That this is […]