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April 2, 2023
Dogs Of The Dow Stumble In First Quarter
Investments firms often issue the caveat that "past performance is no guarantee of future results." One area where this is proving to be true this year is with…
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March 20, 2023
Is Warren Buffett About to Become Greedy?
As in prior crisis periods for the banks, like the 2008/2009 financial crisis, some investors used the crisis to structure favorable deals. One such investor…
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March 19, 2023
Banking Crisis Contained Or A Spreading Contagion
A confluence of factors came together a week and a half ago precipitating a crisis in the banking system, not only in the U.S. but globally. Three banks have…
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March 9, 2023
An Impatient Fed Trips Up The Market
The market's weakness today (Thursday) was driven largely by the news that SVB Financial Group (SIVB) reported a loss of $1.8 billion on the fire sale of its …
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March 5, 2023
A Market And Economy Exceeding Expectations
Knowing the economy and investment market are not one and the same, and can function out of sync at times, possibly the current environment is such they are…
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February 26, 2023
Equity Market At Important Level Technically
The S&P 500 has fallen in each of the last three weeks, down just over -4%. This leaves the Index down -2.56% this month with just two trading days remaining…
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February 5, 2023
A Resilient Consumer
The impact of inflation on consumer pocketbooks varies, but inflated energy and food costs are a negative for consumer discretionary spending. Well publicized…
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January 22, 2023
New Buyback Tax May Impact Stock Returns
In August of last year Congress passed the so-called Inflation Reduction Act and included within the Act is a 1% excise tax on the fair market value of stock…
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January 14, 2023
Stock Market Triggering Bullish Technical Signals
Since October 13, 2022 the S&P 500 Index is up 11.80% on a price only basis. For the start of 2023 the S&P 500 Index is up 4.16% through January 13, 2023. The…
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January 13, 2023
Winter 2022 Investor Letter: Closing The Book on 2022
“A Bear of a Market” and “Nowhere to Hide.” These were a few of the headings from our Investor Letters last year, so along with most investors we are happy to…
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December 31, 2022
The Dow Stock Dogs Performed In 2022
With the market's close on Friday investors happily say goodbye to 2022. One area within equites that outperformed the broader market was stocks that had…
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December 22, 2022
Equity Put/Call Ratio Above 2.0
A few weeks ago I wrote an article covering the elevated level of the CBOE Equity Put/Call ratio and the fact it was in uncharted territory. At the time of…
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