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Possible Hysteresis – Longer Term After Effects of the Pandemic

Possible Hysteresis – Longer Term After Effects of the Pandemic

January 11, 2021
The stock market, like a wise wizard, has the capability of looking to the future and seeing reality. A...
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Our Outlook for the New Year

Our Outlook for the New Year

January 11, 2021
“It is better to be approximately right than precisely wrong.” – John Maynard Keynes No one is...
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Solid November in the Midst of a Surprisingly Robust Year for Stocks…What’s Next

Solid November in the Midst of a Surprisingly Robust Year for Stocks…What’s Next?

December 8, 2020
“Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria.” – Sir...
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Coming Into the New Year – I Can See Clearer Now

Coming Into the New Year – I Can See Clearer Now

December 8, 2020
Now that the presidential election and the development of vaccines for COVID-19 are somewhat behind us or at least...
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Keep Calm and Carry On

Keep Calm and Carry On

November 10, 2020
After a week of uncertainty, Joe Biden has become the president-elect. While we still don’t know which party will...
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Politics Create Drama, But It’s Fundamentals that Drive Markets

Politics Create Drama, But It’s Fundamentals that Drive Markets

November 10, 2020
“It ain’t over till it’s over.”  “It’s like déjà vu all over again.” “When you come to...
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Make Me Want To Holler

Make Me Want To Holler

October 5, 2020
Time marches on. Here we are in 2020, within 60 days of the next presidential election. If you remember...
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As Is Often the Case September Was a Difficult Month for Stocks…We See More Than Seasonality

As Is Often the Case, September Was a Difficult Month for Stocks…We See More Than Seasonality!

October 5, 2020
“October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January ,...
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Nike Swoosh Recovery Intact

Nike Swoosh Recovery Intact

September 8, 2020
Another month and another series of data, which, on balance, suggests the U.S. economic recovery is continuing. Business activity...
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At Our 3500 S&P 500 Target Ahead of Plan…What To Do Now

With Our 3500 S&P 500 Target Ahead of Plan…What To Do Now?

September 8, 2020
“The most important quality for an investor is temperament not intellect.”    -Warren Buffet Back in February/March...
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Democrat Sweep? What We Might Expect from the Economy

Democrat Sweep? What We Might Expect from the Economy

August 10, 2020
Last month, I suggested we would cover the upcoming election and what we may expect to see given either...
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Not the Time for Heroics…Time to Keep Your Head Down

Not the Time for Heroics…Time to Keep Your Head Down

August 10, 2020
“If you can keep your head when all about you are losing theirs…” – Rudyard Kipling Why...
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