Investment Commentary

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Let’s Add This Up…

Before trying to foretell too much about the future, let’s “set the table”.  Let’s see where we are economically, financially and sentimentally – then launch into what we may see. …

Real Estate – An Inflation Canary…

Residential real estate prices, after years of boom, look to be rolling over. Why have prices rolled over? Simply, it is a matter of price – the price of a…

Someone’s In A Mood…

In fact, a lot of people are in a mood and it’s a pretty foul mood. Understandably so, we would say, for there are quite a few things which are…

Well, We Got That Wrong…

Looking back at our year-end commentary, we did not think that Vladimir Putin would send his troops across the Ukrainian border and wreak havoc on his neighbor. We were obviously…

Bigger is Better…

For some time, businesses have had to deal with “supply chain issues”. “Logistics”, which was honed to a precise science in a world with international manufacturing, mining and transportation links,…

We’ve Seen This Before…

Stock and bond markets are certainly not behaving well in the early days of 2022. The bond market action is understandable and was predicted by us and many others. The…

Gobsmacking Profits…

Net income and growing net income, this is the “heart” of our capitalist system. This is why entrepreneurs get up in the morning and go to bed late at night.…

Taxes and Tax Reform…

No one seems to know what the plan is – that is the Biden tax plan to pay for the “Build Back America Better” infrastructure plan, a plan which has…

A Couple of Conversations…

Dialing Hong Kong China has been much in the news of recent. More specifically, President Xi and his pronouncements have captured a lot of newsprint. To many in the markets…

Replacement Parts

For some there has been for several months a “return to work” hesitancy. Unemployment benefits too generous, Covid worries too great, schools closed and childcare services too hard to find…
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