by Potomac | Oct 2, 2025 | Advisors, Investment Management, Manish, Research
Everyone loves averages. In school, a professor might announce that the average test score was 80. At a restaurant, the average wait time might be a reasonable 15 minutes. Or maybe a city boasts an average temperature of 65 degrees. In all the above cases, the average...
by Dan Russo, CMT | Jul 18, 2025 | Advisors, Investment Management, Manish, Research
Winning a championship — or winning in the markets — isn’t about luck. It’s about structure, discipline, and putting the right pieces in the right places. A championship basketball team consists of different players in various roles, all working toward...
by Manish Khatta | Apr 10, 2025 | Advisors, Investment Management, Manish, Research
One of my favorite quotes is “It’s not the strongest species that survive, nor the most intelligent, but the most responsive to change.” — Charles Darwin The investment industry has gone through dramatic change over the last couple of decades as technology has...
by Manish Khatta | Feb 20, 2025 | Advisors, Investment Management, Manish
I am a big believer that companies are living entities. They are constantly trying to get better, make changes, and evolve over time. This year will be all about Potomac evolving into the next stage of growth which I have so eloquently dubbed Potomac 2.0. There are...
by Manish Khatta | Jun 20, 2024 | Advisors, Manish
There is a part of old Wall Street culture that is bombastic and bold. I would argue it’s still alive and well. It’s power suits, red Ferrari’s, and New York power lunches. It’s weekend trips to the Hamptons and summer trips to Europe. To quote a classic: However,...
