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3Q Newsletter- October 2023

The Soft Landing Dream One awesome perk of my job is that I learn new things every day without even trying.  Did you know the average stock in the S&P 500 is down in 2023?  Also, no president has ever been re-elected when a recession occurred in the back half of his first term.  The …

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2 Q Newsletter – July 2023

Home Depot (HD) In case you haven’t noticed, we are long-term investors. Quarterly earnings are important, but we are not going to sell a core holding because of a single disappointing quarter. One of our core stocks, Home Depot, recently reported disappointing first quarter earnings on May 16th.  Sales were down 4% and earnings down …

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1Q Newsletter- April 2023

The Unseen Power of a Quiet Man                                      The American Dream is simply that a person of humble beginnings can make his/her own way and get ahead in life.  We have observed too many self-made millionaires, in various fields, ever to doubt it.  Opportunity is there, and always has been – though it disguises itself in …

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March Madness again?

It seems like crazy things tend to happen in March, and this March is no exception.  Last Friday, the 16th largest bank in the U.S., Silicon Valley Bank (SVB), failed in spectacular, breathtaking fashion.  Two days prior, by all outward appearances, this was a stable bank, whose stock price finished Wednesday at $267.83, up a …

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Fun Facts About Indexes

With such a riveting headline, you’re probably a little skeptical of how much time you want to dedicate to this blog post… We all take for granted, to some degree, that the indexes that represent the stock market are, in fact, the stock market.  When someone asks how the market performed over a certain period, …

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4Q Newsletter – December 2022

Standing the Test of Time Jeff Bezos, the founder of Amazon, once articulated that a question he is asked over and over again is, “What’s going to change over the next 10 years?” Bezos goes on to express that it is a common and interesting question, but he is almost never asked, “What’s not going …

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3Q Newsletter – October 2022

Be Careful What You Wish For With that provocative title, you’re probably wondering what you or we wished for that has now gone sideways.  Like, did we wish for higher inflation, as the Federal Reserve did, from 2008 all the way up until March, 2022?  Did we wish that the private sector would be allowed …

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2Q Newsletter – July 2022

What is The Yield Curve Telling Us? The chart below shows the first half return of the S&P 500. The approximate -20% return this year is the worst since 1970. The good news is up periods usually follow down periods and the ups outnumber the downs more than 2 to 1. The market is fearful …

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The Question of the Day

First of all, we hope everyone is safe and their power is back on now, or soon will be.  The refugees in our house now have the power back on at their place, so if anyone needs a cool bedroom, please let us know. The question most people have asked us, or at least asked …

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