June 2021 Newsletter
Inflation, Investing and You The Ipath Bloomberg Commodity Index (DJP) has risen by almost 60% since May of 2020. Commodity ETFs now hold the top
May 2021 Newsletter
It is time to consider a revaluation period for stocks. During such phases market volatility increases. Value stocks tend to outperform growth stocks. Price-to-earnings multiples
April 2021 Newsletter
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
March 2021 Newsletter
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
January 2021 Newsletter
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
December 2020 – Holidays Newsletter
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
October 2020 Update on the Markets
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
Massive Economic Stimulus. Benefits One-Year Lagged
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
Rotation: A Logical Assessment in a Time of Abundance: Pestilence and Chaos
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
August 2020 Newsletter
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
Several Scenarios-One Big Happy Unknown Strategy, Discipline & Patience
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
Recession or Recovery?
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