Market Commentary – 9/23/2022

Market Commentary – 9/23/2022

“You can observe a lot by just watching.” – Yogi Berra “A nickel ain’t worth a dime anymore.” – Yogi Berra “We made too many wrong mistakes.” – Yogi Berra We find ourselves in the midst of what historically is the worst stretch for stocks on the calendar. While stocks...
Market Commentary 7/01/2022

Market Commentary 7/01/2022

We expect stocks to rally from current levels. It is too soon to tell whether the rally will stick for more than a few percentage points but a meaningful low in stock prices is near. We still see a chance that stocks could put in a new low for the year but the...
Market Commentary 06/26/2022

Market Commentary 06/26/2022

“Never miss out on an opportunity like a good recession.” – Jack Welch “I’ve heard there’s going to be a recession. I’ve decided not to participate.” – Walt Disney The recession is upon us. We have revised our view that the recession would be a 2023 story and believe...
Market Commentary 6/15/2022

Market Commentary 6/15/2022

“There are no solutions. There are only trade-offs.” -Thomas Sowell “Goldilocks went upstairs. She lay down on the big bed and said, ‘This bed is too hard!’ She lay on the medium bed and said, ‘This bed is too soft!’ She lay down on the small...
Market Commentary 5/12/2022

Market Commentary 5/12/2022

These are times that make investing scary. Investors begin to question whether stocks will ever stop going lower. They fear that inflation is back and therefore corporate profits will evaporate. One half of the population fears the President and his policies. The...