EWM Thinking – A Look Back at NVDA A look into management’s thinking around semi-conductors and specific selection of AVGO and not selecting NVDA in 2022 and what we are thinking now. Browse Resources Browse All ArticlesMarket UpdatesClient CornerSearchSubmitClearBrowse Topics alternative investments Annual Letter banks behavioral finance bucket approach college company vision Demographics dividends Economy efficient frontier election exponential technology federal reserve Financial Planning government spending healthcare independence day Inflation Insurance Interest Rates investing living life living life to the fullest long term care Manager Interview Market Update national debt pension plans quarterly update retirement risk robo-advisors sequence of returns risk social security taxes trade war Volatility