Blog
Newsletter - January 2023
I’m continually focused on winning by not losing. We remain value-conscious with ballast and protection in your portfolio. The former manager of First Eagle, Jean Marie Eveillard, famously stated that he stayed up at night focused on how
Read MoreNewsletter - January 2022
It’s Good to be King “It's good to be king and have your own way (enduring the pandemic-financially) Get a feeling of peace, at the end of the day (Ahhhh – everything is ok) And when your bulldog barks...
Read MoreNewsletter - September 2020
Lions, Tigers – No Bears I hope that this finds you healthy and as positive as one can be during this odd time. This past weekend, the Detroit Lions held a commanding 17-point lead in the fourth quarter...
Read MoreNewsletter - May 2020
V-Shapes and Populism - So much has changed. The fortunate among us are working remotely, homeschooling, wearing masks and sanitizing groceries. Many are dealing with heavier burdens such as illness and unemployment and...
Read MoreNewsletter - March 2020
COVID What is transpiring – Fear The coronavirus has triggered a panic in the market that we have not seen since 2008. Emotions drive markets, and we are seeing that now. But we’ve been...
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Newsletter - January 2020
Snakes in the Grass “We have a tortoise-like economy and a hare-like stock market” -Global strategist at JPM The above quote from Barron’s rings true, thanks in large part to the Federal Reserve’s...
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