Investment Commentary

December 31, 2020

Duck Blind: 4th Quarter 2020 Commentary

Duck Blind As I crawled into bed on a recent Friday night I found a […]
December 31, 2020

4th Quarter 2020: Market and Economy

Market and Economy As the pandemic rocked the US economy in 2020, markets nevertheless performed […]
September 30, 2020

The Republic Will Stand: 3rd Quarter 2020 Commentary

The Republic Will Stand My wife and I enjoyed a quiet dinner with friends last […]
September 25, 2020

2020 Election

“Your life doesn’t change by the man that’s elected” —“Head Full of Doubt/Road Full of […]
August 13, 2020

FAANGM Stocks—Winner Take All?

” ‘Tis the part of a wise man to keep himself today for tomorrow, and […]
June 30, 2020

2nd Quarter 2020: It’s the Fed

It’s the Fed One of our more communicative clients has emailed me numerous times over […]
June 30, 2020

2nd Quarter 2020: Market and Economy

Market and Economy Six months into 2020, we’re seeing record highs in daily new coronavirus […]
April 5, 2020

1st Quarter 2020: After the Virus

After the Virus Things are never as good or as bad as they seem.  My […]
April 5, 2020

1st Quarter 2020: Market and Economy

Market and Economy The new year started with so much promise. The US economy had […]