Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down. ~Warren Buffett If you would like to watch the weekly State of the Market video, please click the provided link . Unfortunately, due to a death in the family a week ago and travel plans this weekend to the funeral, we are unlikely…
In the past trading week, investors/traders were once again at the mercy of trade headlines. It was only 2...
Optimism around a US policy pivot has continued to support valuation. In today’s note, we discuss parallels to prior...
A new COVID variant started the ruckus for markets, but we view that as secondary to the real culprit—the...
Thank you for joining us on this journey through the markets in 2021. To review the latest State of...
US Equity Strategy Style Positioning, Value Squeeze, Winner Takes All Rising odds of a sharp Value squeeze in the...
“I recommend the S&P 500 index fund and have for a long, long time to people,” billionaire investor Warren...
This week is going to be a very critical week for the retail sector. With many retail stocks expressing...
Let’s begin with a mea culpa. In my note of 18 May 2023, I wrote that the risk/reward for equities...
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