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 for a period...
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 for a period...
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 in the stock...
Since the December 19th letter I sent out, the markets have gone coast to coast – from severely oversold to slightly overbought. What a difference a little time can make. The stocks mentioned...
For the last couple of years what has worked exceptionally well in the stock market has been an exciting story along with above average sales growth. Money has flowed into these types of...
Wow, 2017 turned out to be quite a year! All the major indexes recorded gains of over 20%, hitting all-time record highs while volatility was hitting an all-time record low. A new record...
A few comments on both new and existing additions to the Top Holdings. The companies mentioned are all leaders in their respective industries and because of near term concerns have declined to a...