Newsletter
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…
The Mind of the Market
What is the stock market thinking? The world economy is nearly shut down, with no idea when it will get back to normal. Unemployment is the…
Is it Time to Panic?
Common sense, simple math, or just a basic understanding of history should have told us that the stock market would have a correction at some point. …
The Most Powerful Force in the Universe
According to Albert Einstein, the most powerful force in the universe isn’t nuclear fission, electromagnetism, or particle physics; it is compounding, the ability of things to…
Diversification
IS THE ONLY PROVEN WAY TO REDUCE RISK WITHOUT SACRIFICING LONG TERM RETURNS. It’s obvious. Own one stock or bond and a single event can change…
The State of the World
Here is a little test to see how much you know about the state of the world. Is it getting better or worse? Is there hope…
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