Transition

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 […]

Given all the big market moves last year and so far this year, we thought it would be prudent to review the fundamental underpinnings of the market. After a review […]

Prior to the beginning of a new calendar year, I try to get my ducks in a row for what might happen in the coming year. I find it helpful […]

Before we get into this report, I want to formally state that I do think the market has quite a bit of room to run to the upside. However, I […]

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 […]

Given that our current market has appreciated over 100% from the lows it made in early 2009, I wanted to reach out to clients to discuss the history of previous […]