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  • 01/29/11--18:52: Our Template Is In Place
  • We Have Our Template In Place!

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  • 05/06/12--11:44: Actively creating blogs!
  • We are actively creating blogs with intentions of publishing several times per month.

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    First, I apologize for being about a week later than I would like for a month-end account performance and commentary. I lost about a week to the 4th of July holiday. Last month I wrote about the seemingly contradictory market pattern. Among other things the small cap index was down over 2% while the Nasdaq  Continue Reading >

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    Where are we, as of the end of July? Last month I wrote about the seemingly contradictory market patters, with the Nasdaq (technology) down and other sectors up. This month the Nasdaq was a high flyer. There are, however, a couple of persistent trends: small company stocks are underachieving and should be avoided, while emerging  Continue Reading >

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    Where are we, at the end of August? It seems like every month I write about the seemingly contradictory market performance. This month, however, was especially crazy. All of this points to the importance of choosing market sectors that are working and avoiding sectors that aren’t. Selectivity is a sign of an aging bull market.  Continue Reading >

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    Where are we, at the end of September? Some things flipped in September. In August, the stock and bond indexes were generally down and up, respectively, while in September the stock indexes were generally up sharply but the bonds were down. Our funds made very good money in August and “fairly” good money in September.  Continue Reading >

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    Where are we, at the end of October? First, let me apologize for being late with this newsletter. I had a bout with the flu for a few days. Here are the big takeaways from October: The bull market in stocks remains intact and it could go on for a long time The various sectors  Continue Reading >

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    Where are we, at the end of November? November was another great month for the stock market in a long string of great months. Clients keep calling me and wondering when the good times will end. There are so many pundits out there (especially with specialized products to sell) who keep calling for the end  Continue Reading >

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    January 8, 2018 Those who have knowledge, don’t predict. Those who predict, don’t have knowledge.  Lao Tzu Where are we, at the end of December? It would have been hard to predict a year that was as great as 2017. The S&P 500 was up every single month and has risen for 14 consecutive months,  Continue Reading >

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    “The market may be bad, but I slept like a baby last night. I woke up every hour and cried” …. old stock market joke……. Where are we, at the end of January? If you’ve been reading this newsletter for the last year, I’ve been wishing for a healthy drop in the stock market. What’s  Continue Reading >

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    “I do the opposite to what I feel I should do. When I’m feeling sick in my stomach, it’s time to buy. When I feel great, it’s time to sell” – Elaine Gazarelli, Wall Street analyst. Where are we, at the end of February? We can look back on February now as the month where  Continue Reading >

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    The stock market is like a small row boat on a rough sea, bouncing around as it drifts, whereas the macro economy is like a large ocean liner, very ponderous and difficult to maneuver but without such a rough journey. Clive Granger Rather than being distracted by the volatile moves in prices over the past  Continue Reading >

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    The problem with the person who thinks he’s a long-term investor and impervious to short-term gyrations is that the emotion of fear and pain will eventually make him sell badly. Robert Wibbelsman Where are we, YTD and at the end of April? Between January 26 and February 8 of this year, the stock market dropped  Continue Reading >

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    A long term investment is a short term investment that failed. Chevy Chase Where are we, at the end of May? May was a weird month, as they go. The NYSE Composite Index, which measures all the stocks on the exchange was breakeven (actually 0.09%, see below). The other indexes, as you will see were  Continue Reading >