Happy New Year! I hope you all had a great holiday season and that 2022 is following suit. Too bad the markets are not cooperating. What we have experienced over the last few months reminds me of a song from the early 1970s – Will it Go ‘Round in Circles?   Just when we thought the [...]

The clocks turned back over the weekend, which signals we are in the middle of a beautiful fall season and winter is not far away. Another season, earnings season, is also well underway with roughly 90% of S&P 500 companies reporting results. More companies are reporting revenue beats than average and by a wider [...]

You may remember that, over the past few years, I have talked about the resilience of corporate America. Companies that did not fare particularly well during the tech crash of 2002/2003 or the financial crisis of 2008/2009 took those opportunities to learn from their mistakes and make improvements in their business practices to avoid problems [...]

A recent conversation about a dire prediction by a talking head made me think about the seasonality of the markets. As we head from mid to late summer, the number of experts predicting a coming market downturn seems to be increasing. These experts want to be viewed as insightful sleuths uncovering something profound that the [...]

I hope you are well, enjoying the summer, and starting to get out and about. The grip of the pandemic continues to lessen, although the recent trouble with variants reminds us that we are not free and clear of this event. At the same time, the US economy continues to recover in a very robust [...]

The pandemic gripping the globe since early last year is beginning to abate. Over the coming years, there will be many lessons learned, but for now, one important lesson for investors to learn is that the stock market and Main Street are not one and the same. Making decisions based on that assumption can have [...]

Over the past two weeks, volatility has picked up and despite GREAT earnings reports from many S&P 500 companies, the market has experienced some big down days - today seems to be another one. Has something changed?  I don't think so. While we have experienced a number of down days, we have also experienced some [...]

I hope you are all well and enjoying a beautiful spring.  We continue to see mixed messages with respect to the progress of the pandemic.  Things are not completely back to normal but the progress toward such is certainly underway. Currently, we are in the middle of earnings season with corporate America reporting results for [...]