Newsletter
The End of the Free Lunch
In our last letter we warned that there are major changes happening in the world economy: “The Times Are Changing”. In this letter we would like…
Compass Turns 25
In 1997 Bill and Carolyn founded Compass. After a combined 23 years with major brokerage firms, they wanted something better; better technology, less bureaucracy, lower expenses…
Between a Rock and a Hard Place
The Federal Reserve is stuck between a rock and a hard place. Since the Great Financial Crisis, the Fed was able to implement expansionary monetary policies…
The Times They are a Changing
Change is generally gradual. It progresses so slowly that it goes unnoticed until there is an inflection point, an event or events that make the new…
Early Take on the Omicron Variant
This morning on Face the Nation, Dr. Scott Gottlieb asked four important questions which we will learn the answers to in the coming weeks. 1) Is…
The Case For Stock Selection
The performance of our stock portfolios is largely dependent on the performance of the broad stock market. This is not an accident. We purposely select stocks…
Where do we go from here?
Since the onset of Covid 19 the US government earmarked $5 Trillion for financial relief, small-business loans, bailouts, PPE, state aid, and vaccine development. That is…
Is It Supposed To Be This Easy
Should Tesla be worth more than Wal-Mart and JP Morgan combined? Should just six stocks make up nearly 30% of the value of the S&P 500? …
The Pandemic Adds to Bifurcation
The gap between the rich and the poor in the US has steadily increased for many years, but the Covid 19 pandemic accelerated the pace of…
Stocks Only Go Up
If you follow the financial media you’ve come across numerous stories on day traders taking over the stock market on their Robinhood app. People with little…
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