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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