Knowing that most everyone is focused on March Madness and NCAA basketball rather than the markets, we’ve taken a different approach to our newsletter this month. Today, we address asset allocation, one of the core building blocks of investing.
Read Article →It was hard to capture the last several weeks in two pages, but we have tried.
Read Article →Our comments this month include a chart on the remarkable shrinkage of the number of listed companies over the last 20 years, as well as some facts and figures about stock returns during various phases of the business cycle. We hope you find something of interest within!
Read Article →After much deliberation, it looks as though our taxes will be changing next year.
Read Article →Some thoughts on the need for earnings growth can be found in this month’s newsletter.
Read Article →You will likely hear about the Dow Jones making “record highs” today. The only move of significance as of mid-day is in IBM, which is indeed up nicely (+$13). The Dow Jones Industrial Index is unusual in that it is price-weighted, so a $13 move in IBM translates into a 100 point move in the …
Read Article →This month and the next are often challenging months in the equity markets. So far this year, it has been relatively quiet.
Read Article →At first glance our comments this month highlight risk more than opportunity in investing but in a nutshell it’s a reiteration of the basics
Read Article →Our thoughts in this month’s newsletter have turned to the bond markets on one hand, and to some unusually striking anomalies in the stock markets on the other.
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