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Global Warming Rush and Capital Spending The world is in a rush to reduce global warming. Billions are being spent on a solution. So, follow

Munger on the Markets When one of the richest and oldest active investors on Wall Street speaks out, it is worth noticing…especially when his perfunctory

The massive increase in federal fiscal-deficit spending during 2020 and now planned for 2021 will create several unintended consequences.  Most immediate is the recognition that

Happy Holidays to everyone! Now onto Higher Earnings and Lower P/Es Thank you again for honoring us with your confidence and trust during this, the

The Technical Take Technically, the markets remain in a bullish pattern through the early part of October. However, as flu activity builds into the fall

With just days to go before the 2020 presidential electionit seems prudent to discuss economic issues facing both political camps as they seek to differentiate

Inorganic shutdown leads to inorganic recovery By performance, the S&P 500 recently had its best month (August) since 1938- driven by technology growth stocks! That’s

Sometimes it feels like the world is changing faster than reports get to you. There are so many significant issues affecting the financial markets, interest

If you could answer the following question, my job would be much easier. Are we in (1) an extended bull market that still has not

So, which is it, recession or recovery? On June 8, 2020 Yahoo Finance posted an article whose headline read, “The US Economy is Officially in

Just the Facts Daily Covid-19 deaths have been cut in half over the past six weeks but remain elevated. Miles driven and retail purchases have

Backdrop, What We Know, Don’t Know, Current Management Strategy and Expectations in a Year A few days ago, I sent you a March 9th report