Investment Commentary

June 30, 2018

2nd Quarter 2018: Big Fish

Big Fish I’ve got a few friends who love to send me pictures of the […]
March 31, 2018

1st Quarter 2018: Market Commentary

MARKET COMMENTARY On the heels of one of the least volatile years for the stock […]
March 31, 2018

1st Quarter 2018: Lessons from 25 Years

Lessons from 25 Years I was sitting at my desk in the Davis Street branch […]
December 31, 2017

4th Quarter 2017: Market and Economy

MARKET AND ECONOMY A strong fourth quarter closed out a remarkably good year for stocks. […]
December 31, 2017

4th Quarter 2017: A High P/E and the DMV

A HIGH P/E AND THE DMV My son flunked his driving test at the DMV […]
September 30, 2017

3rd Quarter 2017: Market & Economy

MARKET & ECONOMY Much like the first half of 2017, the third quarter brought solid […]
September 30, 2017

3rd Quarter 2017: Car Wash

CAR WASH I sat down to write a lengthy missive about Donald Trump, the NFL […]
June 30, 2017

2nd Quarter 2017: Market & Economy

MARKET & ECONOMY The second quarter of 2017 looked much like the first. All of […]
June 30, 2017

2nd Quarter 2017: Bedpans and Bull Markets

BEDPANS AND BULL MARKETS I called home from college in the spring of 1989 to […]