Valuations Matter

We continue to be astounded by how many investors ignore valuations and are finding incredible opportunities. Our main concerns remain to be the European power…


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The Rhythm of History

We continue to see the makeup of a strong future ahead by studying a year with many rhythms and similarities to today, 1980.


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The Ripple Economy

Classic economic data is rendered meaningless by the gyrations caused by the pandemic. Whether it's labeled a recession or not, we're extremely optimistic…


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Value Found in Growth

We believe we are now able to buy wonderful businesses at a fair price; a principle championed by Warren Buffett in his 1989 shareholder letter.


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Overweighting Tech Has Begun

In 2021, the market was buying these incredible businesses at any price. Now at fair valuations, the market wants nothing to do with them. As value investors,…


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Oh My! Opportunities!

Treasury Direct Series I Savings Bonds present a remarkable opportunity for a cash substitute while other investments present significant upside for clients…


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An Incredibly “Normal” Recovery

Given the wild ride over the last twenty-four months, despite the doomsday headlines, we continue to see a fairly normal recovery underway.


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Opportunity Time Machine

With broad markets now down double digits, we see massive opportunities primarily in technology stocks, which some have fallen 90% from their highs.


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Markets and Geopolitical Turmoil

Even in the turmoil of the current geopolitical climate, we find opportunities in alternative energy, tech-focused companies, and REITs. We continue to be…


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Market Recalibration Continues

As value investors, we get enthused by price declines, all else equal. Growth-oriented stocks have continued their dive in 2022, and we have begun actively…


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Americans, Better Off Than Ever Before

Americans has become more educated and richer than ever before, decade after decade. But for some reason, America's demise continues to be the mainstream…


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Office Address Changes

The current debate over the debt ceiling has been seen before in the past and is not our focus of concern. The items that worry us are related to Evergrande,…


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Stay in the Boat

With unprecedented liquidity being provided by the Fed and the Government, a strong economy, and life not even fully back to normal yet, we believe investors…


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Impending “Collapse”?

Economically, there seems to be no imminent reason for concern. The yield curve also remains normal, which is encouraging. Great values continue to be found…


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Housing Boom 2.0

We believe the US has found itself in another housing boom, this time driven by demographic booms and a healthy consumer.


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American Rescue Plan, Tax Deadline Extension, and More

The American Rescue Plan has been signed into law. We see the health care subsidy boost and child tax credit to have the largest longterm impact.


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What’s with all the “🚀 🚀 🚀”?

With the recent headlines and intense media attention regarding GameStop, “shorting” stocks, etc., we felt it fitting to give you some explanation of what has…


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Holiday, 2020 Tax Reporting, Bitcoin?

In our opinion, Bitcoin seems no more than price speculation for those in developed nations. We are investors, not gamblers, and choose to place our…


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Vaccine, Stimulus, Looking to 2021

With a revolutionary vaccine technology now in circulation and stimulus imminent, we can all wish 2020 a farewell and look to brighter days.


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COVID-19 Cases Rising, Revolutionary Vaccine on Horizon

ln what would be an unprecedented turn for pandemics, two vaccines have released extremely encouraging data, showing effective rates of 95%.


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With Election Approaching, Near-term Stimulus Unlikely

Originally expected prior to the election, no additional stimulus has yet been passed. Now, it seems likely to not have clarity on further stimulus until after…


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“Presentisim” – Has Any Time Been Worse?

This year’s political, social and economic instability and uncertainty is not endemic to the US, nor this period of History.


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Large Tech Stocks “Nifty Fifty” of Today?

With the largest tech stocks pre-pricing in decades of growth and trading at elevated multiples, we see cause for concern similar to the early 1970s with the…


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Volatility, Stimulus, Inflation, and COVID-19

With the Fed signaling they may step out of the way, inflation could be set to run in the decade ahead.


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Half-Time Reviews, COVID Cases Rise, Tech Giant Valuations

As major tech valuations continue to soar, we remain focused on businesses we find valuable and worth the risks.


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July 4th, COVID19 Statistics, Volatility Continues

With a resurgence in cases although in different states than before, COVID-19 data continues to point to the elderly population as the primary group at risk.


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Uncertainty and Chaos Continue

With chaos erupting nationwide, the attention to the explosive growth of the US money supply seems to be completely ignored.


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Stocks Rise in April, Uncertainty Continues

As the US Debt to GDP levels are set to soar past the most recent highs set during WWII, we continue to become increasingly concerned with inflation.


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Stocks Rebound, Economy Uncertain, Hedges Implemented

As stocks sharply rebounded off their lows, we added hedges in areas we believe could see difficult times ahead, such as emerging markets and Europe.


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CARES Act, Unemployment, and Financial Markets

As many point to the unprecedented unemployment numbers, we continue to remind those man are making more unemployed than at their previous employment.


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COVID-19 Cases Increase, Congress Passes Stimulus Bill

As the US passes an unprecedented stimulus bill at $2Trillion, we see concern for future inflation, further stimulus woes and explosive spending adding to the…


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“Great Depression” Ahead? We Don’t Think So

As headlines abound with comparisons of the "Great Depression," we see very little similarities besides reported economic numbers.


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Mid-Month Update


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Mid-Month Update


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Mid-Month Update


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Weekly Update


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Eyes on the FED


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Weekly Update


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Weekly Update


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Weekly Update


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Weekly Update


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Weekly Update


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FED Surpise!


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Weekly Update


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Sequester or Not?


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Weekly Update


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Weekly Update


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