“Sometimes what’s up is down and what’s down is up” … quote sometimes attributed to Alice In Wonderland by Lewis Carroll “Stock market rout picks up steam with recession warnings blaring” … Yahoo Finance Mar 10, 2025 “The stock market has predicted nine out of the last five recessions” … MIT Professor Paul Samuelson 1982 Continue Reading >
January 2025 Investment Performance and Commentary
“According to data … , earnings for the S&P 493 haven’t registered year-over-year growth since the fourth quarter of 2022.” … Yahoo Finance, 2/11/2025
“Companies are excited about the administration’s focus on fossil fuels, lower taxes and deregulation. But confusion over tariffs, deportations, and federal cuts is getting in the way.” … Wall St Journal, 2/11/2025
December 2024 Investment Performance and Commentary
“Economists exist to make weathermen look good” … unknown “[Taking] COVID out of the picture, a catastrophic event not of economic origin, the US hasn’t seen a normal business-cycle recession since 2007–2009” … John Mauldin, Thoughts From The Frontline “Tariffs, energy policy, immigration, deregulation and tax policy are at the top of investors’ minds” … Continue Reading >
September 2022 Performance and Investment Commentary
“…the number of stocks in deep bear markets, 30% or more below their highs, reached ever greater levels last week. If a market is on the mend, or even about to turn higher, this figure should contract, not expand” ― Lowry’s Institutional Research Analysis 10/07/2022 “…the weight of evidence, does not yet support the beginnings Continue Reading >
August 2022 Performance and Investment Commentary
“Smooth Seas Do Not Make Skillful Sailors” ― African Proverb “A good head and a good heart are always a formidable combination.” – Nelson Mandela Current State of the Markets? In the last newsletter, I talked about whether the June market lows would be the final bottom. We still don’t know the answer, but stocks Continue Reading >
July 2022 Performance and Investment Commentary
“The truth is rarely pure and never simple.” ― Oscar Wilde, The Importance of Being Earnest “Politicians are like diapers, they need to be changed often, and for the same reasons.” – Mark Twain The Stock Market: Is the Decline Over With? This is what everyone wants to know, along with questions about inflation, recession, Continue Reading >
May 2022 Investment Performance and Commentary
“Inflation is always and everywhere a monetary phenomenon in the sense that it is and can be produced only by a more rapid increase in the quantity of money” – Milton Friedman “We don’t have a global inflation problem… China, Japan and Switzerland also face elevated oil prices, supply-chain problems and fallout from the war Continue Reading >
April 2022 Fund Performance and Investment Commentary
“In the midst of chaos, there is also opportunity.” – Sun-Tzu, The Art of War Where are we, at the end of April 2022? April was a hard, down month for the stock market, but it also depended on what holdings and sectors you were invested in. I haven’t yet switched TOTALLY out of technology, Continue Reading >
March 2022 Account Performance and Investment Commentary
“The average man/woman is both better informed and less corruptible in the decisions he/she makes as a consumer than as a voter at political elections.”. – Ludwig von Mises” Where are we, at the end of March 2022? The problem with reporting the returns of the S&P 500 as a representation of the stock market Continue Reading >
January 2022 Investment Commentary
“He/she that would live in peace and at ease, must not speak all he knows or judge all she sees.”. – Benjamin Franklin, Poor Richard’s Almanack, 1736 Where are we, at the end of January 2022? The month of January was brutal for the stock market, even considering that month-end was sharply higher. January seemed Continue Reading >
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