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Client Letters

A Return to Normal, Again

January 21, 2022

2021 was an extremely challenging and financially complex year as the effects of COVID remained and even accelerated during the fall. The much-anticipated Fed interest rate tightening was communicated on…

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Steady as We Go

October 20, 2021

Global economic growth during the second and third quarters remained strong, albeit with signs of modest tempering. The International Monetary Fund (IMF) revised its 2021 full-year guidance down modestly to…

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A Return to Normal

July 13, 2021

Not too hot, not too cold seems to be the prevailing attitude among market participants today. The US economy closed out the first quarter at a red-hot 6.4% annualized rate…

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Full Speed Ahead

May 10, 2021

May 2021 After a roller coaster 2020, the new year is off to a solid start. Full year Gross Domestic Product (GDP), a measure of US economic growth, is presently…

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Best Ideas – Concentrated Investing

January 27, 2021

January 2021 2020 will be a year to remember for its antithetical extremes. As the year concluded, the world celebrated as several new vaccines were developed to address the misery…

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Opportunity for Alert Investors

November 6, 2020

November 2020 2020 has turned out to be an outstanding year in many ways. The extreme variability in market pricing has been among the many notable situations. Not in modern…

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The Importance of Investment Discipline

July 17, 2020

As COVID-19 continued to disrupt economic activity around the world for the majority of Q2, the forward-looking nature of financial markets was on full display as optimism largely pervaded and…

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Expect Volatility and Profit from It

May 21, 2020

Investing in stocks means dealing with volatility. Instead of running for the exits during times of market stress, the smart investor greets downturns as chances to find great investments. You should…

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The Silver Lining

April 7, 2020

COVID-19 took the world by surprise in Q1. In this letter, we will look at how it has affected the markets, and why we are optimistic about the near future.…

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Goodbye 2019

January 31, 2020

2019 Reflections: December was a terrific month for our stock holdings, with our typical stock portfolio rising over 12%.  The broad stock market produced a solid result too, increasing 2.9%,…

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A Time to be Patient

October 11, 2019

Outlook: The United States economy is on solid footing, though growing at a modestly slower pace than over the past few years. We think a 2.0% rate of growth is…

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How Long Will This Go On?

July 9, 2019

Outlook: The current economic expansion is now the longest in US history. All indicators suggest the end is not in sight. Although signs of a slowdown have appeared, Fed Chairman…

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Déjà Vu

April 24, 2019

Outlook: Q1 ended on a very positive note with the best quarter of stock performance in many years, despite any substantive economic developments. The US-China trade deal, which was scheduled…

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A Year to Forget

January 3, 2019

Outlook: The letter was penned during the early hours of January 2nd and edited for distribution at day’s end.  Be sure to read our post-script below. 2018 ended with a thud.…

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Philosophy, Process, People

October 19, 2018

Outlook: Interest rates continue to rise as the Fed sticks to its mandate of full employment and price stability.  Employment is nearly maxed out with 96.3% of workers employed and…

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Information Advantage

July 24, 2018

Outlook: 2018 has been far more volatile than any year in recent memory.  Markets continue to be driven by a very narrow group of large companies, nearly all of which…

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Price Fluctuates More Than Value

April 2, 2018

Outlook: 2018 got off to a rocky start with increased market volatility and heightened economic and political uncertainty. Broadly measured, the stock market closed out the first quarter of the…

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What’s It Worth?

January 23, 2018

Outlook: We ring out 2017 with a big smile and sense of relief – no major economic or political upheavals.  Equity markets across the globe performed well with notable performance…

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Identifying an Inflection Point

November 17, 2017

Outlook: GDP reports for the past two quarters have been solid despite numerous issues including natural disasters, social unrest, and political drama both here and abroad. Interest rates remain near…

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Bonds, Stocks & Interest Rates

August 11, 2017

Outlook: The economy continues to sputter along at a 1.5% to 2.0% annual rate of growth. Despite massive monetary stimulus provided by the Fed over the past nine years, the…

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