“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 >
December Investment Commentary and Performance
“If you can’t explain it simply, you don’t understand it well enough.” – Albert Einstein Where are we, at the end of December 2021? The funds that led the way in November lagged badly in this month. The great development is that the smaller companies led the way, which is a HEALTHY development. No healthy Continue Reading >
November 2021 Account Performance and Investment Commentary
“It’s not that I’m so smart. But I stay with the questions much longer.” – Albert Einstein Where are we, at the end of November 2021? The months seem to be alternating up and down and the questions persist about future developments. I’m accustomed to seeing divergences, but in November it seemed ridiculous. The vast Continue Reading >
October 2021 Commentary and Account Performance
“One of the great mistakes is to judge policies and programs by their intentions rather than their results.” – Milton Friedman “Inflation is when you pay fifteen dollars for the ten-dollar haircut you used to get for five dollars when you had hair.” Sam Ewing, former pro baseball player. Where are we, at the end Continue Reading >
August 2021 Account Performance and Commentary
“A good leader takes a little more than his share of the blame, a little less than her share of the credit.” – Arnold H. Glasow Where are we, at the end of August 2021? All the stock market indexes were up nicely in August. The NYSE Composite index was up 1.5%, representing the AVERAGE Continue Reading >
July Account Performance and Investment Commentary
“”We’re seeing very substantial inflation. We’re raising prices; people are raising prices to us. And it’s being accepted.” – Warren Buffet at his May meeting of shareholders. Consumer prices jumped 5% in May 2021 year over year. Where are we, at the end of July 2021? We have the world we live in and we Continue Reading >
May 2021 Investment Commentary and Account Performance
“Look before, or you’ll find yourself behind.” — Benjamin Franklin Where are we, at the end of May 2021? While we bounced back in April, some of our funds lagged in May. The main culprit was our technology funds. We made so much in the way of excess gains over the last few years with Continue Reading >
April 2021 Investment Commentary
“If there is one common theme to the vast range of the world’s financial crises, it is that excessive debt accumulation, whether by the government, banks, corporations, or consumers, often poses greater systemic risks than it seems during a boom.” — Carmen Reinhart “In investing, what is comfortable is rarely profitable.” — Robert Arnott Where Continue Reading >
- « Previous Page
- 1
- 2
- 3
- 4
- …
- 9
- Next Page »