Hepburn Capital Management

Hepburn Capital Management A leader in Active Investment Management, Will Hepburn is the author of "Why Bad Things Happen to Go

Our Strategies Adapt to Changing Marketsยฎ
Respecting your comfort (or lack of comfort) with risk, our advisers will help you select the Adaptive Market Strategyยฎ designed to provide the easiest path to your financial goals.

๐ˆ๐ฌ ๐š ๐†๐จ๐ฏ๐ž๐ซ๐ง๐ฆ๐ž๐ง๐ญ ๐’๐ก๐ฎ๐ญ๐๐จ๐ฐ๐ง ๐ˆ๐ฆ๐ฆ๐ข๐ง๐ž๐ง๐ญ?A debate is brewing in Congress about whether to approve President Bidenโ€™s request to ...
05/02/2023

๐ˆ๐ฌ ๐š ๐†๐จ๐ฏ๐ž๐ซ๐ง๐ฆ๐ž๐ง๐ญ ๐’๐ก๐ฎ๐ญ๐๐จ๐ฐ๐ง ๐ˆ๐ฆ๐ฆ๐ข๐ง๐ž๐ง๐ญ?
A debate is brewing in Congress about whether to approve President Bidenโ€™s request to raise the $31.4 trillion debt ceiling..... (๐’๐’Š๐’๐’Œ ๐’•๐’ ๐’‡๐’–๐’๐’ ๐’‚๐’“๐’•๐’Š๐’„๐’๐’† ๐’ƒ๐’†๐’๐’๐’˜)
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๐‘๐ž๐š๐ ๐ญ๐ก๐ž ๐Ÿ๐ฎ๐ฅ๐ฅ ๐ง๐ž๐ฐ๐ฌ๐ฅ๐ž๐ญ๐ญ๐ž๐ซ ๐š๐ญ:

A debate is brewing in Congress about whether to approve President Bidenโ€™s request to raise the $31.4 trillion debt ceiling. If not resolved, the issue could

๐ˆ๐ง ๐“๐ก๐ข๐ฌ ๐Œ๐š๐ซ๐ค๐ž๐ญ, ๐€๐ ๐ข๐ฅ๐ข๐ญ๐ฒ ๐ˆ๐ฌ ๐ญ๐ก๐ž ๐Š๐ž๐ฒThe new year gave the financial markets some nice upward momentum โ€“ until it didnโ€™t......
04/20/2023

๐ˆ๐ง ๐“๐ก๐ข๐ฌ ๐Œ๐š๐ซ๐ค๐ž๐ญ, ๐€๐ ๐ข๐ฅ๐ข๐ญ๐ฒ ๐ˆ๐ฌ ๐ญ๐ก๐ž ๐Š๐ž๐ฒ
The new year gave the financial markets some nice upward momentum โ€“ until it didnโ€™t..... (๐’๐’Š๐’๐’Œ ๐’•๐’ ๐’‡๐’–๐’๐’ ๐’‚๐’“๐’•๐’Š๐’„๐’๐’† ๐’ƒ๐’†๐’๐’๐’˜)
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๐‘๐ž๐š๐ ๐ญ๐ก๐ž ๐Ÿ๐ฎ๐ฅ๐ฅ ๐ง๐ž๐ฐ๐ฌ๐ฅ๐ž๐ญ๐ญ๐ž๐ซ ๐š๐ญ: https://www.hepburncapital.com/in-this-market-agility-is-the-key/
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The new year gave the financial markets some nice upward momentum โ€“ until it didnโ€™t. In January, enough stock market indicators were turning positive to have

๐“๐จ๐๐š๐ฒโ€™๐ฌ ๐๐ข๐  ๐๐ฎ๐ž๐ฌ๐ญ๐ข๐จ๐ง๐ฌOver the past few months, I have fielded questions from clients on a wide variety of worries. I hav...
03/16/2023

๐“๐จ๐๐š๐ฒโ€™๐ฌ ๐๐ข๐  ๐๐ฎ๐ž๐ฌ๐ญ๐ข๐จ๐ง๐ฌ
Over the past few months, I have fielded questions from clients on a wide variety of worries. I have recounted some of those questions and made some brief comments..... (๐’๐’Š๐’๐’Œ ๐’•๐’ ๐’‡๐’–๐’๐’ ๐’‚๐’“๐’•๐’Š๐’„๐’๐’† ๐’ƒ๐’†๐’๐’๐’˜)
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๐‘๐ž๐š๐ ๐ญ๐ก๐ž ๐Ÿ๐ฎ๐ฅ๐ฅ ๐ง๐ž๐ฐ๐ฌ๐ฅ๐ž๐ญ๐ญ๐ž๐ซ ๐š๐ญ: https://www.hepburncapital.com/todays-big-questions/
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Over the past few months, I have fielded questions from clients on a wide variety of worries. I have recounted some of those questions and made some brief

๐‚๐ก๐š๐ง๐ ๐ž๐ฌ ๐‚๐จ๐ฆ๐ข๐ง๐  ๐ข๐ง ๐ˆ๐ง๐Ÿ๐ฅ๐š๐ญ๐ข๐จ๐ง ๐‘๐ž๐ฉ๐จ๐ซ๐ญ๐ข๐ง๐ The Fedโ€™s Bureau of Labor Statistics (BLS) recently announced changes to the way th...
02/02/2023

๐‚๐ก๐š๐ง๐ ๐ž๐ฌ ๐‚๐จ๐ฆ๐ข๐ง๐  ๐ข๐ง ๐ˆ๐ง๐Ÿ๐ฅ๐š๐ญ๐ข๐จ๐ง ๐‘๐ž๐ฉ๐จ๐ซ๐ญ๐ข๐ง๐ 
The Fedโ€™s Bureau of Labor Statistics (BLS) recently announced changes to the way the Consumer Price Index (CPI) measures inflation. The Fedโ€™s February 12th announcement will include these newest changes..... (๐’๐’Š๐’๐’Œ ๐’•๐’ ๐’‡๐’–๐’๐’ ๐’‚๐’“๐’•๐’Š๐’„๐’๐’† ๐’ƒ๐’†๐’๐’๐’˜)
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๐‘๐ž๐š๐ ๐ญ๐ก๐ž ๐Ÿ๐ฎ๐ฅ๐ฅ ๐ง๐ž๐ฐ๐ฌ๐ฅ๐ž๐ญ๐ญ๐ž๐ซ ๐š๐ญ: https://www.hepburncapital.com/changes-coming-in-inflation-reporting/
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The Fedโ€™s Bureau of Labor Statistics (BLS) recently announced changes to the way the Consumer Price Index (CPI) measures inflation. The Fedโ€™s February 12th

๐’๐ž๐ฏ๐ž๐ง ๐“๐ก๐ข๐ง๐ ๐ฌ ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐จ๐ซ๐ฌ ๐‚๐š๐ง ๐›๐ž ๐†๐ซ๐š๐ญ๐ž๐Ÿ๐ฎ๐ฅ ๐Ÿ๐จ๐ซ ๐“๐ก๐ข๐ฌ ๐˜๐ž๐š๐ซOften we commentators focus on problems facing investors. Instead, I...
01/11/2023

๐’๐ž๐ฏ๐ž๐ง ๐“๐ก๐ข๐ง๐ ๐ฌ ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐จ๐ซ๐ฌ ๐‚๐š๐ง ๐›๐ž ๐†๐ซ๐š๐ญ๐ž๐Ÿ๐ฎ๐ฅ ๐Ÿ๐จ๐ซ ๐“๐ก๐ข๐ฌ ๐˜๐ž๐š๐ซ
Often we commentators focus on problems facing investors. Instead, Iโ€™d like to point out seven things that our clients have to be grateful for this past year..... (๐’๐’Š๐’๐’Œ ๐’•๐’ ๐’‡๐’–๐’๐’ ๐’‚๐’“๐’•๐’Š๐’„๐’๐’† ๐’ƒ๐’†๐’๐’๐’˜)
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๐‘๐ž๐š๐ ๐ญ๐ก๐ž ๐Ÿ๐ฎ๐ฅ๐ฅ ๐ง๐ž๐ฐ๐ฌ๐ฅ๐ž๐ญ๐ญ๐ž๐ซ ๐š๐ญ: https://www.hepburncapital.com/seven-things-investors-can-be-grateful-for-this-year/
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Often we commentators focus on problems facing investors. Instead, Iโ€™d like to point out seven things that our clients have to be grateful for this past year.

๐€๐ซ๐ž ๐–๐ž ๐ข๐ง ๐…๐จ๐ซ ๐š ๐‹๐จ๐ฌ๐ญ ๐ƒ๐ž๐œ๐š๐๐ž?A frequent topic in the financial news recently has been the concept of a Lost Decade. The t...
12/06/2022

๐€๐ซ๐ž ๐–๐ž ๐ข๐ง ๐…๐จ๐ซ ๐š ๐‹๐จ๐ฌ๐ญ ๐ƒ๐ž๐œ๐š๐๐ž?
A frequent topic in the financial news recently has been the concept of a Lost Decade. The term first came into use in the 1990s after Japanโ€™s Nikkei Index dropped over fifty percent and took 16 years to regain the 1990 level..... (๐’๐’Š๐’๐’Œ ๐’•๐’ ๐’‡๐’–๐’๐’ ๐’‚๐’“๐’•๐’Š๐’„๐’๐’† ๐’ƒ๐’†๐’๐’๐’˜)
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๐‘๐ž๐š๐ ๐ญ๐ก๐ž ๐Ÿ๐ฎ๐ฅ๐ฅ ๐ง๐ž๐ฐ๐ฌ๐ฅ๐ž๐ญ๐ญ๐ž๐ซ ๐š๐ญ: https://www.hepburncapital.com/are-we-in-for-a-lost-decade/
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A frequent topic in the financial news recently has been the concept of a Lost Decade. The term first came into use in the 1990s after Japanโ€™s Nikkei Index

๐’๐ง๐š๐ค๐ž๐ฌWith the turbulent financial markets this year, I am often asked, โ€œHow are you doing with the market being so bad?...
10/31/2022

๐’๐ง๐š๐ค๐ž๐ฌ
With the turbulent financial markets this year, I am often asked, โ€œHow are you doing with the market being so bad?โ€..... (๐’๐’Š๐’๐’Œ ๐’•๐’ ๐’‡๐’–๐’๐’ ๐’‚๐’“๐’•๐’Š๐’„๐’๐’† ๐’ƒ๐’†๐’๐’๐’˜)
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๐‘๐ž๐š๐ ๐ญ๐ก๐ž ๐Ÿ๐ฎ๐ฅ๐ฅ ๐ง๐ž๐ฐ๐ฌ๐ฅ๐ž๐ญ๐ญ๐ž๐ซ ๐š๐ญ: https://www.hepburncapital.com/snakes/
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With the turbulent financial markets this year, I am often asked, โ€œHow are you doing with the market being so bad?โ€

๐‰๐ฎ๐ฌ๐ญ ๐‡๐จ๐ฐ ๐๐š๐ ๐€๐ซ๐ž ๐“๐ก๐ข๐ง๐ ๐ฌ?We all have heard someone complain about how bad things are these days, or how afraid they are a...
10/31/2022

๐‰๐ฎ๐ฌ๐ญ ๐‡๐จ๐ฐ ๐๐š๐ ๐€๐ซ๐ž ๐“๐ก๐ข๐ง๐ ๐ฌ?
We all have heard someone complain about how bad things are these days, or how afraid they are about what the kids growing up today will have to deal with, or that the future looks bleaker each year, or, or, or. World-weariness affects almost all of us at times โ€“ but are things really that bad?..... (๐’๐’Š๐’๐’Œ ๐’•๐’ ๐’‡๐’–๐’๐’ ๐’‚๐’“๐’•๐’Š๐’„๐’๐’† ๐’ƒ๐’†๐’๐’๐’˜)
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๐‘๐ž๐š๐ ๐ญ๐ก๐ž ๐Ÿ๐ฎ๐ฅ๐ฅ ๐ง๐ž๐ฐ๐ฌ๐ฅ๐ž๐ญ๐ญ๐ž๐ซ ๐š๐ญ: https://www.hepburncapital.com/just-how-bad-are-things/
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We all have heard someone complain about how bad things are these days, or how afraid they are about what the kids growing up today will have to deal with, or

๐–๐ก๐š๐ญ ๐ญ๐จ ๐„๐ฑ๐ฉ๐ž๐œ๐ญ ๐…๐ซ๐จ๐ฆ ๐ˆ๐ง๐Ÿ๐ฅ๐š๐ญ๐ข๐จ๐ง?Inflation has begun to moderate, largely due to our governmentโ€™s move to destroy demand wi...
09/06/2022

๐–๐ก๐š๐ญ ๐ญ๐จ ๐„๐ฑ๐ฉ๐ž๐œ๐ญ ๐…๐ซ๐จ๐ฆ ๐ˆ๐ง๐Ÿ๐ฅ๐š๐ญ๐ข๐จ๐ง?
Inflation has begun to moderate, largely due to our governmentโ€™s move to destroy demand with high prices and pull money out of consumerโ€™s hands via higher taxes. Policies designed to limit supplies of energy are evidence of the governmentโ€™s intent to raise gas prices..... (๐’๐’Š๐’๐’Œ ๐’•๐’ ๐’‡๐’–๐’๐’ ๐’‚๐’“๐’•๐’Š๐’„๐’๐’† ๐’ƒ๐’†๐’๐’๐’˜)
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๐‘๐ž๐š๐ ๐ญ๐ก๐ž ๐Ÿ๐ฎ๐ฅ๐ฅ ๐ง๐ž๐ฐ๐ฌ๐ฅ๐ž๐ญ๐ญ๐ž๐ซ ๐š๐ญ: https://www.hepburncapital.com/what-to-expect-from-inflation/
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Inflation has begun to moderate, largely due to our governmentโ€™s move to destroy demand with high prices and pull money out of consumerโ€™s hands via higher

๐–๐ก๐ฒ ๐“๐ก๐ข๐ฌ ๐๐ž๐š๐ซ ๐Œ๐š๐ซ๐ค๐ž๐ญ ๐Œ๐š๐ฒ ๐๐จ๐ญ ๐๐ž ๐Ž๐ฏ๐ž๐ซ ๐˜๐ž๐ญThe stock market has improved a bit over the past couple of weeks, but this is n...
08/01/2022

๐–๐ก๐ฒ ๐“๐ก๐ข๐ฌ ๐๐ž๐š๐ซ ๐Œ๐š๐ซ๐ค๐ž๐ญ ๐Œ๐š๐ฒ ๐๐จ๐ญ ๐๐ž ๐Ž๐ฏ๐ž๐ซ ๐˜๐ž๐ญ
The stock market has improved a bit over the past couple of weeks, but this is not the time to get complacent and think this tough market is over and good times are back. The US government must break a vicious circle of inflating interest rates before we can start breathing easier. Let me explain as simply as I can..... (๐’๐’Š๐’๐’Œ ๐’•๐’ ๐’‡๐’–๐’๐’ ๐’‚๐’“๐’•๐’Š๐’„๐’๐’† ๐’ƒ๐’†๐’๐’๐’˜)
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๐‘๐ž๐š๐ ๐ญ๐ก๐ž ๐Ÿ๐ฎ๐ฅ๐ฅ ๐ง๐ž๐ฐ๐ฌ๐ฅ๐ž๐ญ๐ญ๐ž๐ซ ๐š๐ญ: https://www.hepburncapital.com/why-this-bear-market-may-not-be-over-yet/
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The stock market has improved a bit over the past couple of weeks, but this is not the time to get complacent and think this tough market is over and good

๐€๐ซ๐ž ๐˜๐จ๐ฎ๐ซ ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ๐ฌ ๐š ๐Œ๐ž๐ฌ๐ฌ?Most Shadowridge clients already know that they donโ€™t have too much to worry about in this m...
06/30/2022

๐€๐ซ๐ž ๐˜๐จ๐ฎ๐ซ ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ๐ฌ ๐š ๐Œ๐ž๐ฌ๐ฌ?
Most Shadowridge clients already know that they donโ€™t have too much to worry about in this market, because weโ€™ve got you covered in that regard. However, for the many non-clients who get this letter, like a neighbor who said their investments are a โ€œmessโ€ due to the inaction of their adviser, this article is for you..... (๐’๐’Š๐’๐’Œ ๐’•๐’ ๐’‡๐’–๐’๐’ ๐’‚๐’“๐’•๐’Š๐’„๐’๐’† ๐’ƒ๐’†๐’๐’๐’˜)
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๐‘๐ž๐š๐ ๐ญ๐ก๐ž ๐Ÿ๐ฎ๐ฅ๐ฅ ๐ง๐ž๐ฐ๐ฌ๐ฅ๐ž๐ญ๐ญ๐ž๐ซ ๐š๐ญ: https://www.hepburncapital.com/are-your-investments-a-mess/
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Most Shadowridge clients already know that they donโ€™t have too much to worry about in this market, because weโ€™ve got you covered in that regard. However, for

๐“๐ก๐ž ๐„๐’๐† ๐„๐ฆ๐ฉ๐ž๐ซ๐จ๐ซ๐ฌ ๐‡๐š๐ฏ๐ž ๐๐จ ๐‚๐ฅ๐จ๐ญ๐ก๐ž๐ฌIncreased reporting on ESG investing has intrigued me since I noticed it a few years bac...
06/06/2022

๐“๐ก๐ž ๐„๐’๐† ๐„๐ฆ๐ฉ๐ž๐ซ๐จ๐ซ๐ฌ ๐‡๐š๐ฏ๐ž ๐๐จ ๐‚๐ฅ๐จ๐ญ๐ก๐ž๐ฌ
Increased reporting on ESG investing has intrigued me since I noticed it a few years back. Articles have appeared with increasing frequency in virtually all industry rags about how โ€œAdvisers respond to consumer demand for ESG investments,โ€ or โ€œMore investors demand ESG investments,โ€ and lately, โ€œSEC to require ESG rankings of all publicly traded companies.โ€ The problem is that this supposed trend directly contradicts my personal experience with investor interest in ESG investing.... (๐’๐’Š๐’๐’Œ ๐’•๐’ ๐’‡๐’–๐’๐’ ๐’‚๐’“๐’•๐’Š๐’„๐’๐’† ๐’ƒ๐’†๐’๐’๐’˜)
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๐‘๐ž๐š๐ ๐ญ๐ก๐ž ๐Ÿ๐ฎ๐ฅ๐ฅ ๐ง๐ž๐ฐ๐ฌ๐ฅ๐ž๐ญ๐ญ๐ž๐ซ ๐š๐ญ: https://www.hepburncapital.com/the-esg-emperors-have-no-clothes/
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Increased reporting on ESG investing has intrigued me since I noticed it a few years back. Articles have appeared with increasing frequency in virtually all

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