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China Relations

Joseph Hosler

Joseph Hosler

03 Aug 2020
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Auour Quick Note

Yesterday’s sharp market decline was unsettling, and the selling appeared to reflect a degree of panic, particularly among companies tied to the AI investment boom. Over the past several months, we have written about our increasingly defensive positioning, including the move to a 20% cash allocation. That followed a

06 Nov 2026

The Cost of Capital

“If it’s good, it’s all good. We’re great. But if it’s bad, it’s really, really, really bad.” That was Meta CFO Susan Li’s warning about the company’s AI investment, as recalled by Chief AI Officer Alexandr Wang (29) on a recent episode of

24 Oct 2026

Who Gets the $30 Trillion?

We have written quite a bit about artificial intelligence, mostly because we believe the excitement surrounding it is justified. We are talking about how we all work will change, not necessarily the valuations being placed on the companies developing it. The capabilities continue to improve at a pace that surprises

05 Sep 2026

Auour Investments Named to PSN Top Guns List of Best Performing Strategies for Q2 2026

Woburn, MA—September 1, 2026— Auour Investments announced today it has been named to the celebrated PSN Top Guns List of best-performing separate accounts, managed accounts, and managed ETF strategies for Q2 2026.  The highly anticipated list, published by YCharts, remains one of the most important references for investors

01 Sep 2026

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