Two things I have never, ever said or written: “No giveaways to small businesses” and “Our congress is functional!” The villain to the political left is large corporations and their greed. The villain to the right is often liberty-stealing government and faceless...
Economy
Three Reasons We See a Swift Recovery
Don’t look down. My favorite hobby is mountain biking. I love getting on a trail with my favorite podcast or audio book and lose myself in the woods. This past weekend I was peddling in the Carlton Reserve when I came to a man-made, dam-like structure. There is an...
Coronavirus: Now It’s Personal
Two weeks ago we shared with you the concept of street signs to assist us in forecasting the impact of the coronavirus on the economy and markets. We noted that it is impossible to predict the destination to which we are traveling, but if we pay attention to the...
Hello Covid, Buy-Buy Covid
The 11-year bull market was officially ended by the coronavirus yesterday. Virtually everyone invested in the U.S. and global markets lost value in their portfolios. The global situation is evolving rapidly since we communicated our approach to the coronavirus just...
Investing Principles in the Face of the Coronavirus and Other Floods
The coronavirus is serious and deadly. It could escalate into to a major pandemic and have a dramatic impact on our economy and therefore stock prices. Then again, it might not. This is when we remind ourselves of the principles that have worked for us over and over...
