13 May Berkshire Hathaway Annual Meeting
On May 2nd, Warren Buffett video conferenced Berkshire Hathaway’s 2019 Annual Meeting. We were all anxious to hear what he had to say about investing the $120+ billion in cash...
19 Mar Market Update – 03/19/2020
First and foremost, I wish all of you safe health during this very dangerous period. I do not believe anyone can remember a time when our country was shut down...
10 Mar Market Update – 03/09/2020
Human psychology is the one constant that seems to never change (sounds like something Yogi Berra would say!) The pendulum swings from fear to greed and back again. Just three...
23 Feb The Next Decade
Wow! What an amazing decade it has been for stocks and bonds. We have recovered from the depths of the financial crisis and consumer confidence to all -time highs and...
18 Sep FedEx – Update
FedEx reported earnings after the close last night that were below analysts’ estimates and further reduced their 2020 outlook from $13.25/share to $10 - $12/share. That is a huge reduction...
12 Aug Consumer Confidence
Consumer confidence is probably the single most important factor keeping the U.S. economy growing. As you can see from the chart above confidence is near record highs. A significant decline...