3rd Qtr. Newsletter-Oct. 2020

The Blue Sky Market It’s fall newsletter time!  Three months have elapsed since you read your last Monarch newsletter, and we understand your excitement.  It’s like how we feel about corporate earnings reports, which come out every three months.  Especially this year, we find valuable nuggets of information in these reports.  What was the cadence […]

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Stock Splits: What’s New is Old Again

A curious phenomenon has overtaken the market in recent weeks…stock splits are hot again!  In case you’ve been on a desert island or (horrors) a cruise ship in August, we shall fill you in.  Apple kicked off the fun by announcing a 4-for-1 split.  This means that shareholders received 4 shares of stock for every […]

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2nd Qtr Newsletter- July 2020

After an abysmal first quarter, stocks recovered so quickly that the 2nd quarter was one of the best quarters in history.  Hopefully one lesson learned is the value of being in the market. The graph below, of the S&P 500, shows why we want to be long-term investors. There have been numerous 10-20% corrections in […]

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1st Qtr Newsletter- April 2020

Keep Calm and Carry On The coronavirus epidemic has changed our world in a hurry.  A few weeks ago the stock market was touching record highs, and now stocks are plunging, schools and restaurants closing, events canceled, and people are afraid to hug their friends.  Government has sprung into action by (1) spending $2.2 trillion […]

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Update on the Governor’s Declaration

Likely you have heard that the governor issued a “stay at home” declaration, starting at midnight last night.  Businesses should close or work from home through April 7, unless they are deemed essential services, as defined by the Department of Homeland Security.  As it turns out, our industry made the list of essential services, so […]

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Coronavirus…Again.

Greetings! You’re probably tired of reading “coronavirus updates” from every company you’ve ever done business with.  But alas, we just wanted to reassure everyone that we are still here and haven’t lost our sanity.  We are still working from the office and will hopefully continue to do so until it seems too risky for our […]

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Coronavirus Part 2

We hope this letter finds you well, and your health is good—both your physical AND emotional health!  Since our last blog post on Feb 28, the spread of the coronavirus continues, which should be surprising to no one.  As it continues, the precautions to prevent its further spread have ramped up dramatically.  If there is […]

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This is not a primer on Coronavirus

Rather, this is just an excuse to write to you to tell you about our thoughts on the market.  It would be a bit of an understatement to say this has been a wild week.  In 6 trading days, the market has gone from an all-time high to a 15% correction.  That is unprecedented… literally…it […]

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4th Qtr Newsletter- Jan. 2020

For a moment, I want you to picture this: the year is 2009 and you are an investment fund manager getting ready to write your annual letter to investors. After a troublesome 2008, 2009 is shaping up to be slightly more encouraging, but profound challenges in the economy are still present and Dow Jones Industrial […]

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3rd Qtr Newsletter- Oct. 2019

Who do you trust for information these days?  It’s tough to know who’s bending the truth, or steering you to a point of view, right?  Seemingly half the country believes nothing that comes from our president’s mouth (or twitter account), but buys into everything dished out by the mainstream media.  The other half seems to […]

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