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Glenn D. Surowiec
Feb 8, 2023
Should I be worried about the debt ceiling fight?
When the U.S. government spends more than it earns through taxes and other revenue sources, it makes up the difference by borrowing...
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Glenn D. Surowiec
Jan 24, 2023
Glenn Appears on MOI Global's Best Ideas 2023
Check out my recent presentation at the MOI Best Ideas Conference 2023. Looking forward to your thoughts and questions! -Glenn
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Glenn D. Surowiec
Dec 1, 2022
Missionary vs. Mercenary Leadership
Q: The essay “How GDS Invests” explains the thought process behind curating a value-driven investment portfolio. One piece of that...
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Glenn D. Surowiec
Nov 29, 2022
What Makes a Moat “Defensible”?
Q: If a “moat” is a set of characteristics that help to protect a company against financial or commercial harm, how can you tell if their...
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Glenn D. Surowiec
Nov 18, 2022
Rate Hikes & Housing Prices
Q: The Federal Reserve has been hiking interest rates all year. Those increases will push down demand, which is supposed to push down...
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Glenn D. Surowiec
Nov 15, 2022
The Fed & Inflation: Some Nuance
The Federal Reserve has been unreservedly steadfast in its commitment to get inflation under control. So far, they’ve raised the federal...
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Glenn D. Surowiec
Sep 27, 2022
Working with a Professional
Q: Who should work with a financial advisor or investment manager? If you feel like you need a high-level overview of where you're at,...
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Glenn D. Surowiec
Sep 22, 2022
ESG Funds
Q: Are ESG [environmental, social, and corporate governance] funds a good way to invest in companies? There’s no doubt that ESG funds...
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Glenn D. Surowiec
Sep 17, 2022
Market Conditions & Investment Decisions
Q: What market conditions – separate from factors specific to any individual business – matter the most when deciding where to invest?...
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Glenn D. Surowiec
Sep 9, 2022
Labor Issues & Investment Decisions
Q: This has been a crazy year for labor. There’s constant news about labor shortages, the Great Resignation, and something called “quiet...
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