Insights
Investors Swinging at Fever Pitches
Finally, the markets cracked. That cookie had to crumble at some point, eh? So after a direct media attack, and...
The Market’s Millennial DNA
Ok, so the corporate earnings season is just about done, and it was pretty solid; even when allowing for how...
The Bear That’s Been and Gone
In a continuation of the trend of recent years, the actual GDP reporting process arrived at a smaller number than...
The Checkers in this Market Chess Game
Trump and the media seem to be getting very good at jumping from one problem to the next, with scant...
Investors: What’s Overlooked is Undervalued
The corporate earnings season has begun stronger than expected. But let's be realistic; it’s an easy comparison to a year...
On The Wrong End of Market Sentiment
"Same old fear and same old crimes, we haven't changed since ancient times." Iron Hand, Dire Straits It’s no secret...
Group-Think Is Not An Asset Class
Last week ended much like most weeks do these days; with the crowd being pushed along to worry about something....
Market Sentiment Votes with its Wallet
Despite Q4 earnings data feeling like it just finished flowing in, here we are staring into the teeth of the...
Bad News? OK, What’s Next…?
Some of the smartest long-term investors have taught me that when bad news seems like very bad news indeed, there’s...
Cruising at High Altitude?
The higher the averages move, the bigger the market setbacks feel. We’ve often referred to this feeling here as “altitude...
Investors Should Do Less of This
Here’s a chart that caught my attention. It helps create a picture of underlying value. And that always relates back...