Investment Commentary

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 […]
March 20, 2020

Special Market Commentary: COVID-19 and the Market

Dear Clients and Friends, I hope this letter finds you well during this difficult time. […]
March 19, 2020

A Recession is Here (Probably)

This article is a revision to our previous article A Recession is Coming (Eventually). Last […]