Low Margin for Error
As profit margins regress toward the mean, we believe investors should be focused on companies with strong balance sheets and excess free cash flow.
Seeing Isn't Believing
Despite recent economic success, the average consumer either doesn’t see it, or sees it but doesn’t believe it.
March Bond Policy Update
Crawford's bond policy reflects the firm's stance on the fixed income markets, interest rates, inflation, and more.
The Fab-ulous Capital Spending Boom
One of the strikingly positive aspects of our economy today is the capital spending boom.
GDP: The Economy Surprises Again
For now, we celebrate the outstanding performance of GDP. The future is not risk free, but for now, the present is pretty good.
An Extreme Environment... Revisited
As we approach the fourth anniversary of the COVID-19 pandemic, we wanted to revisit an article we published in mid-2021
January Bond Policy Update
Crawford's bond policy reflects the firm's stance on the fixed income markets, interest rates, inflation, and more.
High and Rising Income: Crawford Dividend Yield Strategy
In this strategy, growth of income is achieved by owning companies that increase dividends regularly, and it is buttressed by our active management process.
December Bond Policy Update
Crawford's bond policy reflects the firm's stance on the fixed income markets, interest rates, inflation, and more.
The Corporate Juggernaut: Losing Steam?
It is safe to say that worker power in this country has been on the decline for decades. Can the recent spate of labor victories in strikes be seen as a turning point in this trend?
Top Ten Investment Lessons Learned
I was recently asked to give a brief presentation on an investment-related topic. What follows is my list of the top ten lessons I have learned throughout my years of working as both a portfolio manager and analyst.
November Bond Policy Update
Crawford's bond policy reflects the firm's stance on the fixed income markets, interest rates, inflation, and more.
