- All
- Market Updates
Last February we correctly estimated that the Dow Jones Industrial Average was severely undervalued and posted our forecast that the Dow…
Our latest assessment of the 1 year and 3 to 5-year potential return for the Dow Jones Industrial Average: (click…
We have and continue to be long-term investors with an eye on where we think stock prices could be in…
When it comes to investing, stock returns tend to be correlated to the fastest growing companies. With this in mind,…
We are living in the era of the lowest interest rates in recent history. Not since the 1950’s have interest…
I have had a lot of questions lately about what is going on with GameStop and what is causing the…
We’ve had several requests for our thoughts on the market and how the upcoming election, the President’s health, Covid spread,…
I believe the Pandemic of 2020 will go down in history as a first ever economic event in the sense…
One of the tools that we find helpful is a short-term indicator that reflects protective put option positions of large…
I really don’t like writing updates like this but I feel like it is an efficient way for me to…
February 28, 2020 The US stock market has fallen rapidly in response to investors seeking to reduce risk in the…
Over the last 12 months, investors have continued to sell stocks and buy bonds with $171 billion leaving stocks and…
As I mentioned in the last article, we see limited upside potential for US stocks in 2020. Our estimate of…
Investment markets in the US performed well in 2019, but investing hasn’t been nearly as easy for stock pickers unless…
Portfolio Insights Financial market commentators seem to change their minds daily about the outlook for the stock market. One day…
Lately, we have seen unprecedented volatility in the US stock market with swings in excess of a thousand points in…
The herd is jumping off the cliff A large part of my job as a portfolio manager is to appraise…
Something interesting happened in the stock market last week called ROTATION. We saw the stock market pull back from it’s…
June 26, 2018 Yesterday, the stock market dropped over 400 points1 at the bottom as the market reacts to: President…
Today the Dow Jones closed down 666 points or -2.54%.1 You will hear that this decline is the 3rd or…
A common concern we hear from investors today is that there is limited upside to investing, and people are concerned…
March 27, 2017 The U.S. Stock market has, let’s be honest here, soared since the election from just under 18,000…