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There can’t be many people who actively wish for and enjoy a recession, but in this business, it’s ... Read More
First, the First Half The first half of the year was… not great. You can go elsewhere to see people ... Read More
After imploding for three weeks, stocks finally saw upside. Predictably, some people are getting excited, are talking about market bottoms ... Read More
We had quite the party with our trillions in stimulus payments, didn’t we? The problem was, we were always ... Read More
We got a big wakeup call at the end of what we thought would be a sleepy week. Two things ... Read More
Even amidst a fairly exciting market, there can be periods where not much is really happening. I’d say that’... Read More
Just to briefly review, our attitude was that while there wasn’t a screamingly obvious time to buy, lately, the ... Read More
We’ve started to see more margin warnings, particularly from retailers. That shouldn’t be all that surprising, but it’... Read More
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