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We’re Due for a Pause in Growth, but the Backdrop Remains Positive

We’re Due for a Pause in Growth, but the Backdrop Remains Positive

April 5, 2021
“As long as the roots are not severed, all is well. And all will be well in the garden....
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This Too Shall Last

This Too Shall Last?

April 5, 2021
The U.S. economy should grow more than 5% “real” gross domestic product (GDP) this year. I had been looking...
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A break in the calm

A Break in the Calm

March 5, 2021
A break in the calm is starting to happen within the financial outlook. Many respected economists, on both sides...
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1999 We Think Not Volatility…Yes Bubble…No

1999? We Think Not! Volatility…Yes; Bubble…No.

March 5, 2021
“The most contrarian thing of all is not to oppose the crowd but to think for yourself” –...
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We’re Off to an Interesting Start in the New Year…We Still See Positive Equity Returns in 2021.

We’re Off to an Interesting Start in the New Year…We Still See Positive Equity Returns in 2021.

February 8, 2021
“Owners of Sound Securities Should Never Panic” –  J. Paul Getty As you know, we introduced our...
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Madness of Crowds

Madness of Crowds

February 8, 2021
“Every age has its peculiar folly: some scheme, project, or fantasy into which it plunges, spurred on by the...
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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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