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A New Year’s Resolution for 2020: Say No to Negativity. This is Not 1999, Market Commentary

A New Year’s Resolution for 2020: Say No to Negativity. This is Not 1999!

February 7, 2020
“You could invest in a company, take it public and cash out before you proved your business model” –...
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It’s That Time Again to Put It On the Line…Our Call for Continued Gains in 2020. Cheers, Market Commentary

It’s That Time Again to Put It On the Line…Our Call for Continued Gains in 2020. Cheers!

January 6, 2020
“Resist the urge to trade against the consensus too early. The consensus may be wrong at major turning points,...
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Straws in the Wind, Market Commentary

Straws in the Wind

January 6, 2020
We count ourselves in the somewhat crowded camp of forecasters who believe we will not see a recession in...
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Channeling the Ghost of Christmas Future and Evaluating What’s in Store for 2020, Market Commentary

Channeling the Ghost of Christmas Future and Evaluating What’s in Store for 2020

December 9, 2019
“Reflect upon your present blessings—of which everyone has many—not on your past misfortunes, of which everyone has some.”  ...
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Flying at Low Altitude

Flying at Low Altitude

December 9, 2019
Many of you know that I like themes in my economic work. Two years ago, I created the theme, ...
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Whom (or What) Do You Trust, Market Commentary

Whom (or What) Do You Trust?

November 11, 2019
Whom or what do you trust? The answer to this question is probably a strong clue as to your...
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The Big Picture, Market Commentary

The Big Picture

November 8, 2019
“What is the stock market going to do?” “Are stocks going to rise in price over the next year?”...
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Better Results Versus the Seasonal Norm as We Close Out September…What’s Next, Market Commentary

Better Results Versus the Seasonal Norm as We Close Out September…What’s Next?

October 7, 2019
“Stock markets climb the wall of worry.” – Old Wall Street Proverb Whew…we’ve made it through two months...
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Balance and Temperament Are Key in This Recession-Worry Environment, Market Commentary

Balance and Temperament Are Key in This Recession-Worry Environment

September 9, 2019
“The investor’s chief problem — and his worst enemy — is likely himself. In the end, how your investments...
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Jerome in Wonderland – Recession on Horizon, Market Commentary

Jerome in Wonderland – Recession on Horizon?

September 9, 2019
“If I had a world of my own, everything would be nonsense. Nothing would be what it is, because...
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We Suggest Looking This Gift Horse in the Mouth. This So-Called Gift or Beast of a Market in 2019 Looks Healthy to Us…We Remain Positive, Market Commentary

We Suggest Looking This Gift Horse in the Mouth. This So-Called Gift or Beast of a Market in 2019 Looks Healthy to Us…We Remain Positive

August 5, 2019
“I’m not looking for the best players; I’m looking for the right players.” -Herb Brooks, hockey coach… as...
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This Time is Different, Market Commentary

This Time is Different

August 5, 2019
The current business cycle – the time since the end of the last recession – is now the longest...
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