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 six spots for relative strength...
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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 become the focus. However, with...
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 the money. A financial bonanza...
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 remarks are famous for worldly...
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 the reflation trade is under...
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