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 year of the pandemic....
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Financial Decisions
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 and winter there is fear...
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 themselves to voters. In fact,...
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 good, right? That is bad...
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 rates, negative net yields on...
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 ended and is now in...
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