Mean Reversion (Part 4)
February 13, 2023
If you have read anything that I’ve written to you over the past number of years, one of the common
Let the Bounce Begin
January 23, 2023
Last Wednesday & Today (It’s Thursday when I’m writing this) you’re seeing the market take a pull back from a
Breaking the Trend
January 16, 2023
Well, we started 2023 off well, and we now have odds that the year will end well. I always like
Welcome to 23
January 9, 2023
Well, that sucked…. S&P 500 ended the year down 18+ % this year, never a good feeling, however nonetheless just
Wax On…Wax Off
September 20, 2022
The market giveth, and taketh away. That’s how quick sentiment can change in today’s market. Last Tuesday’s drop, credited to
Gag this Guy
September 2, 2022
I was too upset to write last week, after watching Chairman of the Fed Jerome “Elmer Fudd” Powell, give a
Goldilocks & the Bear Market
August 15, 2022
I’m never wrong just early!!! Famous last words of every portfolio manager. Inflation numbers came in below expectations this week,
Rally On…?
August 8, 2022
Feels nice to get the rally that has felt long overdue. Shows you how swift these things can be, and
BTF
August 2, 2022
Well I’m back!!! A trip to Ireland for some golf and R&R. Yes, it’s absolutely true, Guinness tastes way better
No News Is Bad News
July 6, 2022
They say the last day before you go on vacation is the most productive. Well, this is that day for
Rhyme Time
June 27, 2022
A little relief with a couple of good days this week (well at the time of writing at least). 3,666
Valuations Don’t Matter…Till They Do
June 21, 2022
This is painful, any drop is painful, but this one is likely to hurt a little more because it will
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