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5 min read
Keeping It Simple
August 2-6
Friday's Jobs Report:
Today's jobs report (for July) was solid with almost a million…
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5 min read
Shortest Recession Ever!
July 26 - 30
Shortest Recession Ever!
Check out this table from Compound Advisors:
The Covid induced recession of 2020…
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3 min read
Energy, Inflation, Earnings & Blooms!
July 19 -23
More on Inflation:
Perhaps I've become a little obsessed with inflation but I'm…
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4 min read
As Time Goes By...
July 12 - 16
Airline Travel:
The TSA provides a daily count of passengers passing through their security
checkpoints. Here&…
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4 min read
As Time Goes By. . .
For the Week Ended July 9, 2021
The second half of 2021 has begun with quarterly earnings reports next up.…
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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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