14 11, 2019

Big Tech and Big Data

2019-11-14T09:17:26-05:00November 14th, 2019|Categories: Featured, Investment, Publications|

Over the past year large tech companies that traffic data faced significant scrutiny from the Federal Trade Commission, the Department of Justice, and the Congress. Their inquiries were largely redundant and led to interdepartmental infighting (e.g. the FTC officially complained about the Justice Department’s overlapping work). At their core these were anti-trust investigations, which utilized [...]

1 11, 2019

Are Rare Earth Metals not so Rare?

2019-11-14T09:00:55-05:00November 1st, 2019|Categories: Featured, Investment, Publications|

  A large focus of the trade dispute between China and the United States has been rare earth minerals (“REMs”), a group of molecules increasingly important to the world economy. First discovered in 1803, REMs are now central in many technological applications, from computers and phones to automobiles and defense. Before the 1990’s the United [...]

4 06, 2019

A Natural Duopoly means that Boeing’s Fiasco gives no opportunity for Airbus

2019-06-04T01:48:15-04:00June 4th, 2019|Categories: Bulletins, Featured, Investment, JP Marvel|

By Joseph F. Patton, III - Vice President of Investments | June 3, 2019 The failure of the Boeing’s 737 Max is well known by now. It is the second failed rollout of a Boeing airplane in under a decade. Obviously this is a disaster for Boeing, but it is also problematic for the entire aviation [...]

15 02, 2019

JP Marvel’s 4th Quarter 2018 Letter

2019-02-22T00:41:43-05:00February 15th, 2019|Categories: Bulletins, Featured, Investment, JP Marvel, Publications|

JP Marvel’s 4th Quarter 2018 letter is now available to the public. For more information on how to receive the letter when it is initially written, contact JP Marvel. 2018 was a year of highs and lows and the swings between them. The tax relief plan passed in late 2017 lifted corporate earnings expectations, leading to [...]