April 17, 2019
Largest Buyers of US Equities......Corporations
After last week’s letter which placed an absolute universal understanding that no matter what one’s circumstance is, money = value.   With that said...
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April 10, 2019
What Constitutes Value?
We are going to begin this week with our annual value lesson. For those of our readers that have not read this before, we hope you enjoy this lesson...
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March 22, 2019
Market Update and Follow up to Yesterdays Blog
So, for those of you new to my blog, I am certainly glad you have given yourself one of the best opportunities to read insights from a long-time...
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March 20, 2019
Feds Last Weapon......"Empty Words"
The all-powerful FOMC meets tomorrow and will provide us with mostly conjecture as to their continued waffle of a monetary policy. It was just a few...
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March 6, 2019
The Enablers....FED and the Central Banks
This is just going to be a quick technical update. We haven’t truly seen anything game changing take place over the last two weeks. We continue to...
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February 22, 2019
It's Not Diversification if Bonds and Stocks Fall in Unison
This week we received the FED minutes and here is what Jan Hatzius, Goldman’s chief economist had to say, “the minutes of the January FOMC meeting...
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