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Market Breadth Broadens in 2026: Mid-Year Outlook
This commentary was prepared for clients on July 2, 2026. The second quarter ended very differently than it began. When we last wrote in April, markets were wrestling...
Continued Volatility
In light of the dramatic stock market sell off we wanted to bring you up to date on our thinking. In our most recent update we reported many short-term technical market...
The Economy is Strong, But…
The stock market caught a second wind during the summer months. After a wild roller coaster ride in the first half of the year, stock indexes finally cleared their late January...
Using Dr. Copper to Check the Pulse of the Global Economy
Holy cow! This economy is on fire; witness the second quarter U.S. GDP growth rate of 4.1%. Is it sustainable or a just a temporary spurt? It’s often said that the Copper price...
Strong Quarter, Staying Positive
Photo by Jungwoo Hong on Unsplash The stock market grew nicely this quarter, despite fears of possible trade wars, higher interest rates and interim bouts of volatility. A rather...
Whatever Happened to the Business Cycle?
July 2018 will mark the 108th month of the economic recovery, making it the second longest expansion in history. Another 12-months or so and it will be the longest ever....
Webinar: How to Earn Better Returns with Less Risk
High Quality = Better Returns + Less Risk Click to watch a recording of the webinar - How to Earn Better Returns with Less Risk. Description: --Stock Market Update—Is the...
Staying Positive: It’s Likely Just a Correction
Volatility returned to the markets during the first quarter and stocks are experiencing their first significant correction in well over a year. Indeed, the last two months are a...
Webinar- Volatility Returns: Is There More Life Left in this Bull Market?
Stocks are experiencing their first significant correction after a steady 15 month rally. Does this recent bout of volatility change our long-term positive outlook for the stock...
The Holy Grail Investment Formula – Part 2
In my last post, The Holy Grail Investment Formula – Part 1, we came to the conclusion that if you focus your investments in high quality (wonderful) businesses you can earn...
The Holy Grail Investment Formula – Part 1
High Quality = Better Returns + Less Risk and Financial Peace of Mind What would you do if I handed you a map to the Holy Grail of investing? Would you toss it in the trash...
The Big Blow-off Before the Big Blow-out?
US stock prices are currently reflecting an exceptionally high level of confidence. Certainly much higher than when we wrote our August 2016 article Stocks Are Breaking the Glass...
2017, Another Good Year for Investors – What’s Next?
Your investment portfolio generated strong gains with low volatility despite the year starting full of uncertainty and concerns of a new and quite unorthodox administration. This...