Steady as She Goes
The markets have been on a roll for the past 5 months. It hasn’t just been the U.S. markets, either. The European …
Three Cheers for 2023!
Wow! November and December were great months in the stock market. After a painful August through October, the markets rallied mightily to …
Rising Rates Causing Pain Across All Asset Classes
The Federal Reserve continues to keep short-term interest rates high. This has helped to bring inflation down from the highs seen last …
Bear Market Over, New Bull Market Underway
How many bear markets have we survived together? Answer: All of them. The number depends on how long you have been a …
Everything, Everywhere, All at Once
It’s been said Bull Markets are born of pessimism, grow on skepticism, mature on optimism and die on euphoria. Could we be …
2022, Don’t Let the Door Hit You on the Way Out
Good riddance to 2022! By all accounts, it was a tough year for every investor. The global stock market shrank by over …
Recession or Business As Usual?
When preparing to write our letter, we review our epistle of three months ago. After doing so, we considered changing the dates, …
“As sure as the spring will follow the winter, prosperity and economic growth will follow recession.”- Bo Bennett
We are in a bear market. A bear market means that the S&P 500 has dropped more than 20% from its recent …
“Inflation is when you pay fifteen dollars for the ten-dollar haircut you used to get for five dollars when you had hair.” – Sam Ewing
We live in a dangerous and uncertain world. We have recently been reminded of that fact when Russia invaded Ukraine in February. …
“Have you heard about this Covid thing?”
As we ring in the New Year, we find ourselves still in the midst of the Covid-19 pandemic. In the end, Covid-19 …