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July 9, 2020
Summer 2020 Investor Letter: A "V-Shaped" Market Recovery
The speed of the market decline in the first quarter was unprecedented and the ensuing recovery in the second quarter was as impressive as the gut-wrenching…
Summer 2020 Investor Letter: A "V-Shaped" Market Recovery Read More
July 6, 2020
The "V-shaped" Recovery Continues: Now It Is The ISM PMI and Non-Manufacturing Index
I have noted in a few recent posts that much of the economic data being reported is recovering in a "V-shaped" manner. In other words the economic rebound…
The "V-shaped" Recovery Continues: Now It Is The ISM PMI and Non-Manufacturing Index Read More
July 2, 2020
A Healing Job Market And Economy But Poor Investor Sentiment
It is hard not to look at much of the recent economic data and not come to the conclusion a V-shaped recovery seems to be unfolding. Certainly many of the…
A Healing Job Market And Economy But Poor Investor Sentiment Read More
April 15, 2020
What Do Prince, Amy Winehouse & Aretha Franklin Have in Common?
What Do Prince, Amy Winehouse & Aretha Franklin Have in Common? Read More
February 25, 2020
Recessions, Astrology and Why Timing the Market Is Hard To Do
Recessions, Astrology and Why Timing the Market Is Hard To Do Read More
November 18, 2019
New 401k Legislation and Why You Should Care with Paul Carl
New 401k Legislation and Why You Should Care with Paul Carl Read More