Investment Commentary

June 30, 2019

2nd Quarter 2019: Toyota Tacoma

Toyota Tacoma What’s the deal with teenage boys and four-wheel drive trucks? Surely a future […]
June 30, 2019

2nd Quarter 2019: Market and Economy

Market & Economy For investors, the volatility of the last 18 months has been especially […]
March 31, 2019

1st Quarter 2019: Lost in the Woods

Lost in the Woods On a recent Saturday morning, my youngest son, Charlie (11), announced […]
March 31, 2019

1st Quarter 2019: Market and Economy

Market and Economy After suffering through the painful market decline of the fourth quarter of […]
December 31, 2018

4th Quarter 2018: Greenspan Returns

Greenspan Returns On December 18th, Alan Greenspan, former Chair of the US Federal Reserve, was […]
December 31, 2018

4th Quarter 2018: In Like a Lion, out Like a Lamb

In Like a Lion, out Like a Lamb In a year that began with optimistic […]
July 10, 2018

3rd Quarter 2018: With Cicero, Looking Back

“To be ignorant of what occurred before you were born is to remain always a […]
April 1, 2018

2nd Quarter 2018: Big Fish

I’ve got a few friends who love to send me pictures of the huge fish […]
January 1, 2018

1st Quarter 2018: Lessons from 25 Years

I was sitting at my desk in the Davis Street branch office of NationsBank (now […]