Quarter 3, 2023 Client Letter: The (Predictable) Rise Of The Alternatives To Stocks

Q2 2023: A Reminder, The Stock Market Is Truly A Market Of Stocks

First Quarter, 2023: As Uncertainty Persists… Opportunities Abound

EOY 2022: Staying The Course As The Fed Attempts To Unwind Its Mess

Q3 2022: We Weren’t Joking When We Said “Don’t Fight The Fed”

Q2 2022: A Life’s Lesson In Two Months’ Time

Q1 2021: Speculation: A Game Of Musical Chairs

Q4 2021: Were The Events Of November An Early Christmas Present Or Par For The Course?

Q3 2021: An “Up” Stock Market in September… Even With The Appearance Of An Inverted Yield Curve!

Q1 2021: Successfully Timing The Stock Market: A Tough Ask!

EOY 2020: A Cloudy Year With A Rainbow At The End…No Thanks To The U.S. Media

Q4 2020: Look No Further Than February To Zero In On What Happened In October

Q3 2020: A Year Filled With Uncertainty Is About To Get More Uncertain… In The Short Term

Q3 2020: Zero Interest Rates… Here For The Taking

Q3 2020: Trillion Dollar Companies: Historical Proof There Is Substance Here

Q2 2019: Market Commentary Worth Listening To…. The Berkshire Hathaway Annual Meeting

Q2 2020: The Shape Game… It’s Like Kindergarten All Over Again (But Back Then It Meant Something)

Q1 2020: The New Decade’s First Bear Market… Fast & Furious

Q1 2020: What You Don’t Know, Won’t Hurt You

EOY 2019: By Itself, Remarkable Year; Broaden Out Your Horizon and Par For The Course

Q4 2019: Record Equity Outflows Singing a Tune Long-Term Investors Typically Love To Hear

Q4 2019: Earnings Season: What is it telling us (if anything)

The WeWork Debacle: Another Example Of What Makes The Stock Market A Great Place To Invest

Q3 2019: October… The “Jinx Month”… Or Maybe Not

Q3 2019: A Recession Is Coming, A Recession Is Coming…What Exactly Does This Mean For Investments

Q3 2019: Over Past Twelve Months, The Financial News (Or Noise) Has Been Deafening… Does It Matter

Q1 2019: The Recent Stock Market Rollercoaster… No Place For Market Timing

EOY 2018: The Year Volatility Returned

Q4 2018: A Trip Down Memory Lane As The “Real Stock Market” Returns

First Half of 2018 Recap: Is It Activity For Activity’s Sake… Or Is There Something To This

Q2 2018: Should We Really “Sell In May & Go Away?”

Q2 2018: Calling Stock Market Tops: The Pundits Vs. The S&P 500 Index

Q1 2018: The Opportunity Of Earnings Season

EOY 2017: The Difference A Year Makes

Q1 2018: Made In China No More… Should We Care This Much About Tariffs

Q1 2018: Is the (Nearly) Free Money Era Over?

Q1 2018: A Down Month! Look Out Below... Or Not!

2017 End Of Year Client Letter