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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
We’ve been slowly buying over the last week or two, while the market has been declining. Why? The very ... Read More
A provocative title? As of Monday night, I show the Nasdaq 100 as down 25% YTD, the Russell 2000 down 21% and the S&... Read More
April was the worst month for the Nasdaq since 2008. The S&P 500 had the worst monthly performance since the ... Read More
Everyone and their dog knows that the Fed is going to hike rates and start shrinking the balance sheet on ... Read More
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