Newsletter

What’s Next?

 “ELECTIONS HAVE CONSEQUENCES”, and this one is certainly more consequential than most. The new administration has promised nothing short of a revolution. Whether or not they…

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Is Value Investing Dead?

Investing has always been dominated by two schools of thought, growth and value. Buying companies with exceptional growth rates makes sense. After all, if the object of the…

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Top Heavy

Upside down pyramids are unstable. With all that weight up high they can be tipped over with a feather. If you are near one, it’s best…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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