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Commentary
7/9/2024
Commentary – 2024 3rd Quarter
Halfway through 2024, certain segments of the economy and stock market have expe More
4/11/2024
Commentary – 2024 2nd Quarter
The following are our current views on the markets and economy. We encourage all More
1/10/2024
Commentary – 2024 1st Quarter
“A pessimist sees the difficulty in every opportunity; an optimist sees the op More
10/13/2023
Commentary – 2023 4th Quarter
“The stock market has predicted nine out of the last five recessions.”
M More
7/13/2023
Commentary – 2023 3rd Quarter
“I suppose if we couldn’t laugh at things that don’t make sense, we couldn More
4/14/2023
Commentary – 2023 2nd Quarter
“I am a most unhappy man. Unwittingly, I have ruined my country. A great indus More
1/12/2023
Commentary – 2023 1st Quarter
“In the short run, the market is a voting machine but in the long run, it is a More
10/21/2022
Commentary – 2022 4th Quarter
“It’s not about timing the market, it’s about time in the market.”
W More
7/20/2022
Commentary – 2022 3rd Quarter
“The wise man does in the beginning what the fool does in the end.”
Warr More
4/21/2022
Commentary – 2022 2nd Quarter
“Boy, there's nothing worse than an inscrutable omen.”
Bill Watterson
More
1/21/2022
Commentary – 2022 1st Quarter
“No man ever steps in the same river twice.”
Heraclitus
The Great Inf More
10/21/2021
Commentary – 2021 4th Quarter
The four most expensive words in the English language are, “This time it’s d More
7/22/2021
Commentary – 2021 3rd Quarter
Buy low, sell high, and do not eat yellow snow.
The Tinkerbell Effect
The glob More
4/21/2021
Commentary – 2021 2nd Quarter
“Be fearful when others are greedy and greedy when others are fearful.”
More
1/25/2021
Commentary – 2021 1st Quarter
“It was the best of times, it was the worst of times, it was the age of wisdom More
10/22/2020
Commentary – 2020 4th Quarter
Optimism is quite thin nowadays. Political and social strife aside, there simply More
7/27/2020
Commentary – 2020 3rd Quarter
We have come full circle. Three months ago, this letter was about the fastest st More
4/15/2020
Commentary – 2020 2nd Quarter
This quarterly letter will be slightly different than usual due to circumstances More
1/16/2020
Commentary – 2020 1st Quarter
On January 2nd, wasting no time shifting from holiday cheer to market chatter, B More
10/9/2019
Commentary – 2019 4th Quarter
The Roaring Twenties got its name from the exuberant pop culture trends, such as More
7/28/2019
Commentary – 2019 3rd Quarter
Summer is officially in full swing, which has young boogieboarders, college part More
4/25/2019
Commentary – 2019 2nd Quarter
U.S. stocks continue to trend higher, indicating investor optimism about economi More
1/28/2019
Commentary – 2019 1st Quarter
Here we go again. If we wrote a book titled “the economy is not the stock mark More
10/26/2018
Commentary – 2018 4th Quarter
We have recently been reminded of how quickly things can change. October has liv More
7/19/2018
Commentary – 2018 3rd Quarter
After a rocky start, the first half of 2018 ended on a positive note with the S& More
4/13/2018
Commentary – 2018 2nd Quarter
"Most experts agree that the recent spat between the U.S. and China is unlikely More
4/12/2018
Commentary – 2018 1st Quarter
"The incredible growth of 2017 will leave some individuals overconfident and oth More
4/12/2018
Commentary – 2017 4th Quarter
"Our faith in the conventions of traditional American institutions isn’t fadin More
4/12/2018
Commentary – 2017 3rd Quarter
"The Philadelphia Federal Reserve has been tracking, for the past 36 years, the More
4/12/2018
Commentary – 2017 2nd Quarter
"The current political environment creates a tendency to explain market movement More
4/12/2018
Commentary – 2017 1st Quarter
"A major theme for 2017 will be how and if the dollar dependency of internationa More
4/12/2018
Commentary – 2016 4th Quarter
"The presidential election may derail any sense of optimism. Wall Street genera More
4/12/2018
Commentary – 2016 3rd Quarter
"[With] the lackluster status quo of economic growth...it's no surprise that pop More
Commentary
All Commentary
7/9/2024
Commentary – 2024 3rd Quarter
4/11/2024
Commentary – 2024 2nd Quarter
1/10/2024
Commentary – 2024 1st Quarter
10/13/2023
Commentary – 2023 4th Quarter
7/13/2023
Commentary – 2023 3rd Quarter
4/14/2023
Commentary – 2023 2nd Quarter
