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...
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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...
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....
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,...