Markets: Major stock markets have come roaring back in early 2019. US stocks are up over 14% YTD and over 22% since the Christmas Eve market low. International stocks are right behind, up over 11% for the...
Markets: US stocks have continued to soar in 2019 with the S&P 500 up 15.61% YTD through June 17th. Coming off a disastrous 4th quarter, the first four months of the year represented the best Jan – April...
Markets: US stocks are up 21.72% YTD through 9/17. Most of the growth occurred in the first 4 months of the year. The S&P 500 is only up a little over 3% since May 1st. Developed international stocks,...
Markets: After leveling off during the summer, stock performance has accelerated over the last couple of months to record highs. US stocks, as measured by the S&P 500 index, are up 29.66% YTD on a total...
Economic stress and market volatility have only intensified since our last update on March 5th. It seems as though every day that goes by, we have more questions and fewer answers with regard to the current...
We hope that you are all staying healthy and managing through this very difficult time. There have been so many financial and economic headlines generated over the last few weeks that it’s almost as if we could...
It has been a tumultuous few weeks with regard to the stock market and news headlines. With heighted levels of volatility and uncertainty, you may be anxious about how the market developments this year will...
What a difference two months can make in financial markets. Since the date of our last email update, April 3rd, US stocks (measured by the S&P 500 index) are up over 25%. The massive volatility that ripped...
“The greatest risk to investors is overpaying for what you own.”
John Templeton
John Templeton is recognized by many stock market historians as one of the greatest investors of all time. During the 38...
Markets are efficient. At least that is what professors of finance have been teaching students in their classrooms for decades. The Efficient Market Hypothesis (EMH) has theoretical roots over 100 years old,...
THE MONEY ILLUSION: NOW YOU SEE IT, NOW YOU DON'T...
The inflation discussion seems to dominate the financial news cycle these days. What does it all mean, and more importantly how is it likely to impact...
“The danger of paying the wrong price is almost as great as that of buying the wrong issue.”Benjamin Graham
Who was Ben Graham? Many investors know him as the “father of value investing” or the “dean of wall...
There are no guarantees. There is no free lunch. These are some of the most basic tenants of business and markets that all investors must learn. In the world in which we live, the lack of certainty seems to...
We are currently living through a period of tremendous economic uncertainty. We often hear comparisons to the high inflation rates of the 1970s, the extreme market valuations of technology and startup companies...
The stock market has been volatile over the last fifteen months. During that period, Apple, Inc. (AAPL) has stood out as one of Wall Street’s top stock picks. Of the 41 market analysts who follow the stock, 32...
Peter Lynch is viewed by many in the investment industry as the greatest mutual fund manager of all time. It is not difficult to see why. The numbers tell the tale. Lynch managed the Fidelity Magellan fund...
The Revolution That Wasn't (at least not yet)
“We may not know where we are going, but we better know where we are.” -Howard Marks
You don’t have to know how artificial intelligence works to know that...
“The time of maximum pessimism is the best time to buy, and the time of maximum optimism is the best time to sell.”John Templeton
John Templeton was one of the greatest investors who ever lived. Over the 38-year...
