Winter 2024 Investor Letter: Some Uncertainty in the Rearview Mirror
With the fourth quarter behind investors, some of the uncertainty that served as a potential headwind for the market is now in the rearview mirror. One of the…
With the close of trading for 2024 occurring on Tuesday, it is time to look at the performance of those Dogs of the Dow. The Dogs of the Dow strategy is one…
The theme of my Tuesday blog article was the fact investors have a high allocation to stocks relative to history and this could be a symptom that exacerbates a…
Bullish Investor Sentiment Might Be Bearish For Stocks
With the year 2024 approaching an end, most equity investors can cheer the strong year that has followed 2023. Over the course of the last two years, equity…
Equity Markets Mostly Ignore a Government Shutdown
The House of Representatives failed to pass a temporary government funding bill Thursday and if a funding deal is not reached before Friday at midnight, the U…
