2018 and older

January 9, 2017 We had a meeting this past week with a well known, long-term investor in private equity. As you know, we have a keen interest in private investing so we were excited to hear this investor’s thoughts as…

January 3, 2017 Wow!  2016 will be most remembered as the year when every forecaster, predictor, prognosticator, or whatever you want to call them, proved just how wrong they could be.  They missed everything from the rise of global populism…

December 27, 2016 Every year, very intelligent and well compensated market professions try to figure out the direction of the market. Most major Wall Street firms then publish such forecasts. Creating a record of your forecast can be a risk,…

December 19, 2016 Here are four simple rules that can often explain economic conditions: Rule one: when the economy is strong the Fed will tend to raise rates, conversely when the economy is weak the Fed will tend to lower…

December 12, 2016 Could the Dow Jones Industrial Average hit 25,000?  Some market forecasters are already running numbers and models to see if, in fact, a new world order is developing.  Following the liquidity crisis of 2008-2009 the term “New…

December 5, 2016 This past week it was hard to find a single theme for the Weekly; maybe it was the lasting effect of tryptophan from turkey day. More likely is the fact that we are in an unusual post…

November 28, 2016 At our annual Women’s Investor Seminar, I like to use several slides that illustrate our belief in the discipline of long term investing in the stock market. The slides and information are fairly straight forward; please, allow…

November 21, 2016 Bond investors are now facing a “one-two” punch with the bond market selling off on the long end, and the Fed about to raise short term rates for the second time in seven years. Is the long…

November 14, 2016 As we look at a historic week on the political front I decided to look back at The Weekly written after the last Presidential election. So step into our DeLorean time machine as we take a quick trip…

November 7, 2016 We each face decisions every day in our work and with our family. Some are easy but others are very difficult. I thought I would share with you what I find to be the hardest decision I face…