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Quarter 3, 2020 Newsletter

  • October 2, 2020
Unlike most amusement parks during the Covid-19 pandemic, Mr. Market’s Wild Ride has remained open for business.  Following the fastest fall in history from a record high to a bear market over the course of February and March, the S&P…
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Quarter 2, 2020 Newsletter

  • July 10, 2020
In the world of investing, we are often told to be cautious when we hear market participants use the phrase “this time is different.”  The phrase is often used to justify some excess in the market.  For example, during the…
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Quarter 1, 2020 Newsletter

  • April 3, 2020
And they said March Madness was canceled.  While the college basketball postseason was indeed shut down, the coronavirus-induced chaos that has upended our lives, our economy, and our financial markets has, unfortunately, continued.  We’ll do our best to make some…
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Quarter 4, 2019 Newsletter

  • January 3, 2020
The stock market’s strong performance in 2019 capped a great decade for investors.  The S&P 500 had only one down year, in 2018, and it had double-digit years seven times, including three years when the returns exceeded 20%.  The returns…
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