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5 min read
Looking back. . .
For investors, the twelve months ended June 30, 2021, have been memorable. As
you can see from the table below,…
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3 min read
Quick Hits
Howard Marks
One person I try to always read or listen to is Howard Marks, co-founder of
Oaktree Capital, a…
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5 min read
I Get Questions. . .
I recently received an email from a friend with a question about the investment
merits of Tractor Supply (TSCO). So…
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2 min read
More on Market Timing
Our last post on market timing discussed briefly it's efficacy and one of
several indicators I use to…
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2 min read
On Market Timing. . .
In a prior newsletter, I referenced a blog post which implied, correctly in my
view, that market timing is a…
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1 min read
A Product Review
Every so often, we review a product or service that might be helpful analyzing
or managing your investments. You can…
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1 min read
Putting Cash To Work
Are you sitting on a pile of cash and wondering is now the time to invest? After
all, the market…
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2 min read
A Little More on Inflation
Yesterday ADP issued its monthly employment report showing a big jump in
employment, a gain of 987,000 jobs.
Today,…
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2 min read
What Everyone's Talking About...
If you've been to a grocery store or gas station, listened to the news, or read
any number…