“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 >