Best wishes on Inauguration Day. We have brought some forecasts for 2017 into our newsletter this month, but keep in mind that no matter how logical the forecast seems and how confident the forecaster appears, it’s always helpful to remember just how much is out there that simply can’t be predicted.
Read Article →Sometimes, everything seems to change at once.
Read Article →Much has changed, nothing has changed. Top of mind topics continue to be: Valuations, earnings, and elections.
Read Article →Top of mind topics: Valuations, earnings, and elections. Some thoughts on these subjects are attached.
Read Article →Two factors underpinning the market have been stock buybacks and dividend growth – both of which have begun to ebb. Yet there are no good alternatives to stocks, giving rise to the latest acronym, “TINA” (There Is No Alternative).
Read Article →Earnings going down, market going up…. But not all the earnings are declining and not all the stocks are going up, so there’s always something to think about…
Read Article →“Brexit” came and went… What might be next? We have some ideas, but we expect to continue to be surprised!
Read Article →The UK’s willingness to remain a part of the EU could be an important signal, as there are other EU countries dissatisfied with the arrangement for one reason or another.
Read Article →This month we summarize a conversation we had recently with one of their senior editors. It helped us put the world in perspective, and we hope it will do the same for you.
Read Article →Earnings season is upon us once again. We are hunting for good value, as usual.
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