Archive - CHG Market Commentary

CHG Issue #196: Art versus Science

Settling a timeless debate once and for all

Aug 18 •

Joshua Myers, CFA

July 2025

CHG Going on Summer Break

But first a quick tour through the charts

Jul 14 •

Joshua Myers, CFA

CHG Issue #195: A Machine for Discontent

The challenges of trying to be value-added in an instant gratification culture

Jul 7 •

Joshua Myers, CFA

June 2025

CHG Issue #194: Confessions of a Value Investor

A review of twenty years of the technology revolution and a change in investment strategy

Jun 30 •

Joshua Myers, CFA

CHG Issue #192: Unpacking Portfolio Vol

Walking through a unique approach to portfolio construction based on the most underappreciated risk in the markets

Jun 23 •

Joshua Myers, CFA

CHG Issue #192: The Siren Song of Liquidity

In a time where we know "the price of everything but the value of nothing" we take some time to reason through the value of public market liquidity

Jun 16 •

Joshua Myers, CFA

CHG Issue #191: Great Minds Think Alike

because they exist within the same echo chamber

Jun 9 •

Joshua Myers, CFA

CHG Issue #190: The Problem with Probability

Random but interconnected thoughts and observations

Jun 2 •

Joshua Myers, CFA

May 2025

April 2025

CHG Issue #187: A New Hope

Trying to make sense of all the different cross currents

Apr 28 •

Joshua Myers, CFA

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