Insights
“It is one thing to show a man that he is in an error, and another to put him in possession of the truth.”
- John Locke
Stock Market or Market of Stocks?
Over my 40+ years of being involved in the business of professional investment practice, I have been blessed by being...
It’s A Mad, Mad World… So Mad That We Are Still Outrageously Neutral
“It would be so nice if something made sense for a change.”—Lewis Carroll, “Alice in Wonderland” August didn’t begin...
July Was Another Winner for the Markets…Time for a Breather?
“Things turn out best for the people who make the best of the way things turn out.” – John Wooden Despite Skepticism,...
Outstanding First Half. Do We See a Market Upswing or a Fade During the Rest of 2023?
“Extraordinary magic follows you around and the camera can’t catch it, you won’t see it in the mirror but I see it, I...
Market Review: Time to Look on the Bright Side?
When you’re chewing on life’s gristle, don’t grumble, give a whistle and … always look on the bright side of life. —...
Stuck in Neutral: Our “Hold Your Ground” Message Plays On
You’ve got yourself stuck in a moment, And now you can’t get out of it.— Chorus from a U2 song Not much has changed in...
Banking Crisis? U.S. Stock Market Responds, “I’ve Got This!”
“Genius is nothing but a greater aptitude for patience.”— George-Louis de Buffon, well-known 18th century naturalist...
Solid 2023 Start to U.S. Markets Faded Some in February…What’s Next?
Be curious, not judgmental.”— attributed to Walt Whitman. The nice break in January represented a respite from...
Great Start to 2023. What Will the Rest of the Year Bring?
The U.S. stock market broke out of the gate in style and good fashion in this new year. It provided a nice breather...
Investors Say Good Riddance to 2022. What’s in Store for 2023?
Last year was simply painful. All three major large-cap U.S. equity indices were in the red. The Dow Jones Industrial...









