The World Reopens
The U.S. economy continues to bounce back from the worst of the pandemic.
Tag: performance
Be Proactive
It is the rare individual, one who plans ahead, that has the resolve to invest additional capital when others are fearful.
Sometimes Discipline is Quickly Rewarded
Our discipline and new commitments made during last year’s drawdown were rewarded this quarter.
A Reason to Sell
Good money management isn’t just finding great investment ideas, but it’s also having a thoughtful approach for when to sell.
Stock Markets Presently Offer Short-term Gains, and Long-term Pain
While markets may continue to climb to new heights, they do so on the shaky foundation of high operating margins and above-average P/Es. And that’s a recipe for disaster.
A Tale of Two Companies
Of these two companies, Amazon and WESCO, which would you rather own at today’s prices?
A Perspective on Market Momentum
We think there are four important drivers, or forces, on the stock market and its trajectory.