Recent news.

FTX filed chapter 11 bankruptcy after a steep decline in almost all cryptocurrencies and after bailing out other players in the space. Are more to come?

The majority of the drop in mortgage originations has come on the refinancing side. The fundamentals of the housing market remain strong, although price…

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

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.

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

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

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…

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…

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…

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

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…

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

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…

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…

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

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

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.

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

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