• Notes from the North: May 2020

    Posted:

    How can the stock market recover lost territory when so little recovery is visible to the eye (and in the data)? This has been the common theme of more than one conversation in recent weeks. Two thoughts: 1). Keep in mind that stocks are messy, but overall they typically anticipate what’s going to be (rather …

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  • Notes from the North: April 2020

    Posted:

    In response to news that an anti-viral drug (remdesivir) is showing promise in fast-tracked Phase III trials with COVID-19 patients, the market is ending a strong week on a strong note. This doesn’t change everything, but an effective treatment option would be a blessing, indeed, while we wait for more robust testing capabilities and a …

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  • Notes from the North: March 2020

    Posted:

    We send our comments today, along with our very best wishes. Stay healthy – We’ll get through this! Download the Newsletter (PDF)

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  • Notes from the North: February 2020

    Posted:

    Today’s comments present a bit of a change of pace for us. Among other things, we’ve included some things you may not know about inflation. There can be a rather large gulf between how it’s measured and how we experience it! Download the Newsletter (PDF)

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  • Notes from the North: January 2020

    Posted:

    Today, we expand a bit on some of the thoughts we recently shared in our year-end report. We explain the chart in more detail and add an overview of forecasts for 2020. These can make for interesting reading if kept on file for next January. Download the Newsletter (PDF)

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  • Notes from the North: December 2019

    Posted:

    Market strength in December is common enough that it has a name; it’s called a “Santa Claus rally.” This year’s version has been accompanied by some improvement in the economic data points as well as movement in the direction of resolution for a few of the thornier outstanding worries, such as Brexit and the trade …

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  • Notes from the North: November 2019

    Posted:

    There’s always plenty to worry about, but lately the mood on the Street seems to perking up a bit. More color on this in our November newsletter . Download the Newsletter (PDF)

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  • Notes from the North: September 2019

    Posted:

    Perhaps you’ve been waiting with baited breath for our comments, which are typically issued closer to the middle of the month. Between a scheduled delay of about a week and upcoming quarterly reports, we decided ultimately to wait a little longer, send the newsletter now, quarterly reports mid-month, and then we plan to resume our …

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  • Notes from the North: August 2018

    Posted:

    It seems like August should be a quiet month, but it tends to be surprisingly interesting. This week, in particular, has been anything but a “quiet week in Lake Wobegon!” This Notes includes an interesting chart of the “top ten” companies over the decades. Few rarely stay on the list from one decade to the …

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  • Notes from the North: July 2019

    Posted:

    Howard Marks recently published Mastering the Market Cycle, and also was a presenter at the Mauldin Investment Conference. Our comments this month address both. His book is a healthy reminder of why equity investing is so interesting, and we agree with the gist of his comments from the conference. Download the Newsletter (PDF)

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