In honor of its tenth anniversary, today we bring you a recap of the GFC (Great Financial Crisis)
Read Article →Today we share the coal mine canaries of several strategists who are watching for signs of recession. We watch along with them, and as always, we continue to work to move portfolios towards a better risk/reward ratio.
Read Article →Our comments today address two very active trends in current stock action: 1). domestic versus overseas markets and 2). investment style – value versus growth.
Read Article →The word count on “tariffs” and “trade war” has shot up again recently and we add to it in our comments this month.
Read Article →It took us two pages to try to say what Liz Ann Sonders, Schwab’s Chief Investment Strategist, wrote in one sentence
Read Article →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.
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