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Sunday, January 1, 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

Monday, January 31, 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...

Tuesday, September 1, 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...

Friday, May 1, 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...

Sunday, March 1, 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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Wednesday, January 1, 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...