Q2 2023: A Reminder, The Stock Market Is Truly A Market Of Stocks
Newsletter Archive
First Quarter, 2023: As Uncertainty Persists… Opportunities Abound
EOY 2022: Staying The Course As The Fed Attempts To Unwind Its Mess
Q3 2022: We Weren’t Joking When We Said “Don’t Fight The Fed”
Q2 2022: A Life’s Lesson In Two Months’ Time
Q1 2021: Speculation: A Game Of Musical Chairs
Q4 2021: Were The Events Of November An Early Christmas Present Or Par For The Course?
Q3 2021: An “Up” Stock Market in September… Even With The Appearance Of An Inverted Yield Curve!
Q1 2021: Successfully Timing The Stock Market: A Tough Ask!
EOY 2020: A Cloudy Year With A Rainbow At The End…No Thanks To The U.S. Media
Q4 2020: Look No Further Than February To Zero In On What Happened In October
Q3 2020: Zero Interest Rates… Here For The Taking
Q3 2020: Trillion Dollar Companies: Historical Proof There Is Substance Here
Q2 2019: Market Commentary Worth Listening To…. The Berkshire Hathaway Annual Meeting
Q2 2020: The Shape Game… It’s Like Kindergarten All Over Again (But Back Then It Meant Something)
Q1 2020: The New Decade’s First Bear Market… Fast & Furious
Q1 2020: What You Don’t Know, Won’t Hurt You
EOY 2019: By Itself, Remarkable Year; Broaden Out Your Horizon and Par For The Course
Q4 2019: Record Equity Outflows Singing a Tune Long-Term Investors Typically Love To Hear
Q4 2019: Earnings Season: What is it telling us (if anything)