Market Commentary
The Midway Mark and Portfolio Reviews
It may be hard to believe, but the "dog days" of summer are upon us, and we are just a…
Our Thinking — 2020
Everything we published in 2020, newest first. These were written about the market as it stood on the day, so the date matters as much as the words.
29 posts from 2020 · page 2 of 3
Market Commentary
The Economy Begins to Re-open
As you have probably heard by now, the jobs report for May came in much better than expected. Analysts were…
Market Commentary
A Disconnect in the Market
A comment I hear from clients, friends, and others on a fairly consistent basis relates to a disconnect between the…
Market Commentary
The Most Powerful Force in the Universe
An article that appears in Capital at Play – May 2020 issue. Click below to read the article. https://www.capitalatplay.com/the-most-powerful-force-in-the-universe/
Market Commentary
Update from White Oak
I imagine you are weary of the cumulative effects of the quarantine – the virus itself, the economic devastation and…
Market Commentary
Oil Prices – A Failure of the Media to Inform
If you happened across a news show or website today, you likely saw breaking news about oil prices crashing. Here…
Market Commentary
Update from White Oak
The first quarter of 2020 is officially behind us, and it will go down in the record books as one…
Market Commentary
Earnings Season during a Pandemic
Yesterday marked the beginning of earnings season for the January/March 2020 quarter. Such backward-looking data does not tell us much…
Market Commentary
The Bottoming Process
It’s been quite the ride so far this year, and we are pleased to say that our Fidelity accounts have…
Taxes & Rules
Changing Tax Deadlines
While the market continues its unsettled and very unsettling behavior, other developments from Federal and State governments are springing into…
Market Commentary
A Recession? What Does It Mean for the Markets?
The economic fallout from the COVID-19 virus continues to grow, with more events being cancelled and businesses scaling down or…
Market Commentary
Searching for the Bottom
You may remember prior posts when I talked about corrections being a process and part of that process is finding…
Questions About Our Process?
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