Commentaries 01 Mar 2022 February 2022 Commentary "And the seasons they go round and round, And the painted ponies go up and down, We're captive on the…
Commentaries 16 Feb 2022 January 2022 Commentary “Lions and tigers, and bears, oh my!” Dorothy in The Wizard of Oz It seems appropriate to begin with a…
Commentaries 18 Nov 2021 October 2021 Commentary “Dig deep, own long” Dennis Starritt, Laurus Investment Counsel Because stocks have rebounded so strongly despite the ongoing effects of…
Commentaries 19 Aug 2021 August 2021 Commentary “I think you have to learn that there is a company behind every stock, and that there is only one…
Commentaries 19 Jul 2021 July 2021 Commentary “It's not whether you're right or wrong that's important, but how much money you make when you're right and how…
Commentaries 18 May 2021 May 2021 Commentary “Quality is never an accident; it is always the result of intelligent effort” John Ruskin Last month we briefly discussed…
Commentaries 02 Apr 2021 April 2021 Commentary “Quality Is Job One” Ford Motor Co. Campaign (1981-1998) Market pundits have expounded upon at length that, with an anticipated…
Commentaries 24 Jan 2021 January 2021 Commentary “Tell the Wolf of Wall Street that the pigeons of San Francisco are going to eat his lunch!” Quote from…
Commentaries 30 Nov 2020 The Consensus Value Rotation This month’s comment begins with another excerpt from Howard Marks, suggesting future market returns will be depressed as a result…
Commentaries 15 Nov 2020 November 2020 Commentary “…the low interest rates represent the dominant characteristic of the current financial environment, creating the dominant consideration for investors: the…
