October 2021 Newsletter
Questions and Answers Q1: Vaughn, I noticed you aren’t trading as much these days. What’s up? Buying and selling stocks is a cyclical matter. More
September 2021 Newsletter
Chips and a Dip, Anger and Progress, During a Mid-Cycle Market Are we coming to the end of an economic cycle? Not even close. Fear
August 2021 Newsletter – Mid-Month Strangely Bullish
Over the last 5 quarters, analysts have significantly underestimated S&P 500 earnings. Some 90% of companies reporting have outperformed quarterly earnings estimates even as a
August 2021 Newsletter
Where are We in the Economic Cycle? There is growing evidence investors are perplexed about where we are in the economic cycle. That is a
July 2021 Newsletter
Understanding Economic Cycles and Investment Strategy By Vaughn Woods, CFP, MBA Knowing how the economic cycle works makes you a better investor. The economic
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