October 2018 Newsletter
Drama Meets Composure October 10, 2018 The national drama playing out before the midterm elections contrasts sharply with a stock market that has every reason to fade but remains stuck...
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July 2018 Newsletter
It’s time to talk about the yield curve. As you may know, I have had a note taped to my computer for eight years now. The note reads: Relative valuations...
June 2018 Newsletter
The United States is now in the second longest economic recovery on record. This recovery is currently six percentage points less than the average historic magnitude of recoveries. Based upon...
April 2018 Newsletter
More Market Volatility April 6, 2018 Regarding the stock market; the market correction we are now experiencing is pressuring investor confidence. Given the observation that the current correction has been...
February 2018 Newsletter
A Long-Awaited Correction February 13, 2018 Well, we waited 18 months for a correction in the S&P 500 and finally got one. Fortunately, we generally raised our cash position...
July 2017 Newsletter
Standard Deviation, Price Momentum, Birds, Bonds and Oil Standard deviation is one of many terms often used to describe the pendulum swing of volatility in the stock market. This...