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Posts by category
- Category: Blog
- Greener Shoots…
- Whirlpool Announces…
- Barn Burner…
- A Rethink and Perhaps a Redo…
- Quite A Rally…
- EARNINGS BULL MARKET … P/E/ RATIO BEAR MARKET
- A Rarity and Confounding …
- Rude Health …
- PROFITS, PROFITS AND MORE PROFITS….
- A Lot Of Balls In The Air…
- A GHOST FROM THE PAST …
- The Chinese Challenge …
- FEELIN’ GOOD…
- Lookin’ and Feelin’ Good…
- Top Spotting…
- Moving On Up…
- What If…
- Cacophonous Politicians Ignored …
- Always Look To Fundamentals…
- Day 102
- Focus and Embrace the Confusion
- Merger News
- Misdirection
- 4th Quarter 2016 Commentary
- Special Commentary: We Didn’t See That One Coming…
- 3rd Quarter 2016 Commentary
- 2nd Quarter 2016 Commentary
- 1st Quarter 2016 Commentary
- 4th Quarter 2015 Commentary
- 3rd Quarter 2015 Commentary
- 2nd Quarter 2015 Commentary
- 1st Quarter 2015 Commentary
- 4th Quarter 2014 Commentary
- 3rd Quarter 2014 Commentary
- 2nd Quarter 2014 Commentary
- 1st Quarter 2014 Commentary
- Category: Family Office Commentary
- Category: Investment Commentary
- Portfolios Built for Income – What You Need To Know
- GLP-1 Weight Loss Drugs: Overhyped or a Gamechanger?
- Bubbling Heights
- Blowin’ In The Wind…
- A Smile Is Just A Frown Turned Upside Down…
- Looking Into Our Snow Globe…
- UNENCUMBERED…
- Derisking…
- Summer’s End Musings…
- A Summer Surprise…
- Tough Guy…
- Dividend Cut…
- Following Up On A Point…
- Observations During Q1…
- Into The New Year …
- Are We There Yet? …
- You’re Always On My Mind…
- The Only Thing…
- The China Brake, Money Supply and Inflation…
- Let’s Add This Up…
- Real Estate – An Inflation Canary…
- Someone’s In A Mood…
- Well, We Got That Wrong…
- Bigger is Better…
- We’ve Seen This Before…
- Gobsmacking Profits…
- Taxes and Tax Reform…
- A Couple of Conversations…
- Replacement Parts
- Mid-Summer Musings…
- EFFICIENCY OR RESILIENCE…PERHAPS BOTH
- Private Money…
- Alienation…
- Shifting Sands…
- Demand Pull or Supply Push…
- Consumption…
- Believe in Miracles…
- Seek Near and Far…
- Fret Not Political Winds (Or Change)…
- Two Measures…
- Better, Better…
- Finding A New Way…
- Monetary Mitigation…
- Pandemic Blues…
- Shoot First, Then Ask Questions…
- The Start of 2020…
- What A Year and What A Difference A Year Makes…
- Watchful…
- Abuse The Dollar At Our Own Risk…
- Buffetted by Crosscurrents…
- Healthcare For All…
- Aging Out???
- UP, UP AND AWAY MY BEAUTIFUL BALLOONS………
- Category: News
- Category: Uncategorized