Whew!!! That last few months have seen some crazy market movements…but yet, WE’VE GONE NOWHERE!
Read the full report: The Whipsaw
Whew!!! That last few months have seen some crazy market movements…but yet, WE’VE GONE NOWHERE!
Read the full report: The Whipsaw
My investment process is a Top-Down meets Bottom-Up style. With a focus on Behavioral Finance being used on the Top-Down portion of the analysis and intense cash flow analysis supporting […]
The other day, I’m having a conversation with a group of savvy and active investors and the topic of “What are you buying now?” comes up. I mentioned I liked […]
Over the last 5 years, we’ve seen an incredible rise in the value of stock market assets. Below is a table showing the year by year returns of the S&P […]
As I noted in my last research report, the stock market has appreciated significantly over the last 5 years. In fact, the S&P 500 is up over 100% since 2009 […]
I have a macro-model that I use to gauge where the market is in relation to where is should be. One of the first steps in the process of understanding […]
We’ve had a lot thrown at us recently: two wars, inflation, high interest rates, a bear market, and now an election is on the horizon. What could be next for […]