Q3 2021 Market Review
Short Review In-Depth Review – Charts and Data Market Returns Were Down this Quarter, While (Most) Bond Yields Inched Up Commentary The movement of people and goods
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Short Review In-Depth Review – Charts and Data Market Returns Were Down this Quarter, While (Most) Bond Yields Inched Up Commentary The movement of people and goods
Can you guess I’m a big James Bond fan? I was reminded of a scene in Casino Royale the other day when our hero James
Stocks have largely traded sideways since 2008 As the S&P500 continues to hit all time highs, it’s still trading at roughly the same level to
Video – Short Version Video – Long Version With Charts Executive Summary What a Difference a Few Months Can Make! Our portfolio positioning, which included
Index Movers During the First Quarter For much of 2020, the largest 5-10 stocks on the S&P 500 carried the performance of the index. 2021
Old vs New: Chevron or Zoom? Imagine you had two investment opportunities: you can buy a company that sells for 15 times last year’s cash
Tesla vs. Saas Following up on last week’s post, some investors feel like Tesla should be viewed as a software company, arguing it isn’t a
Short Video Review Full Video Review Executive Summary The Year 2020 in review: A Bear, a Bull, and Quite Some Froth When COVID-19 suddenly shuttered world
Though no one knows how the various stock markets will fare in any given year, there are a number of reasons to be positive in
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