June 30, 2022
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…
May 22, 2022
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.
May 8, 2022
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,…
April 24, 2022
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…
April 11, 2022
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.
March 13, 2022
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.
February 28, 2022
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…
February 1, 2022
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…
December 29, 2021
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…
October 6, 2021
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,…
September 2, 2021
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…
July 9, 2021
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…
April 7, 2021
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.
March 22, 2021
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.
February 2, 2021
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…
January 18, 2021
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…
December 23, 2020
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.
November 20, 2020
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%.
November 2, 2020
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…
October 2, 2020
“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.
August 26, 2020
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…
August 4, 2020
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.
July 15, 2020
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.
June 26, 2020
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.
June 2, 2020
Uncertainty and Chaos Continue
With chaos erupting nationwide, the attention to the explosive growth of the US money supply seems to be completely ignored.
May 4, 2020
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.
April 20, 2020
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.
April 2, 2020
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.
March 30, 2020
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…
March 25, 2020
“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.