Zzzzz…

Even amidst a fairly exciting market, there can be periods where not much is really happening. I’d say that’... Read More

 

The Light At the End Of the Tunnel?

Just to briefly review, our attitude was that while there wasn’t a screamingly obvious time to buy, lately, the ... Read More

 

Margins On Watch

We’ve started to see more margin warnings, particularly from retailers. That shouldn’t be all that surprising, but it’... Read More

 

Racecar

We’ve been slowly buying over the last week or two, while the market has been declining. Why? The very ... Read More

 

Managing the Bear

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

 

The Beatings Will Continue Until Morale Improves

April was the worst month for the Nasdaq since 2008. The S&P 500 had the worst monthly performance since the ... Read More

 

The Main Event

Everyone and their dog knows that the Fed is going to hike rates and start shrinking the balance sheet on ... Read More

 

ESGimme a Break

I got a request from a client to talk about ESG investing. The title probably tells you all you really ... Read More