The Market Mysteries of 2018

It's always nice to start off a New Year with good data despite any flies in the ointment. Let’s start with trucks… Hey, where are you going? I know it sounds boring (who thinks about trucks and if...

You Aint Seen Nothin Yet

"It is not necessary to do extraordinary things to get extraordinary results." – Warren Buffett Over the last week or so market records have been thrown around like pennies at a wishing well. But when you consider that...

Meanwhile, The Markets Went Up

“If you aren’t thinking about owning a stock for 10 years, don’t even think about owning it for 10 minutes.” – Warren Buffett Bad news, eh? The garbage on the airwaves has been like a choking smog; terrible...

The Enemy is Emotion

“The business schools reward difficult complex behaviour more than simple behaviour, but simple behaviour is more effective.” “There seems to be some perverse human characteristic that likes to make easy things difficult.” Those are two brilliant quotes from...

Follow the Trend Lines, Not the Headlines

The second read on US GDP is that it went up to 3.3%, and inflation went down. That happened while many other important categories set records. And yet…? You could have heard the crickets over any noise the...

Dampening the Fuse to Market Euphoria

I say it all the time: Pray for the things that we fear because they create long-term opportunity. Thankfully, we’re seeing it every week; the markets rise, trip momentarily, and then rise again. And with every trip the...

It’s the End of the World as We Know It…

…and I feel fine. Yes, I know. The world is ending for any number of reasons scribbled across any number of headlines. And I read no fewer than a dozen reports over the long weekend suggesting the new...

An Odd Twist of Stock Market Fate

There are a few things to be aware of as the financial and economic positives build for 2018 and beyond. In the midst of all the recent new record setting highs across cash flows, net worth, market averages...

Sorry, I Was Wrong…

I’ve suggested for many moons now how we should consider the claim that the investor crowd is too bullish and complacent with a mountain of salt. My exact words: “If you find yourself concerned the crowd has become...

Who Moves Less Wins

Sometimes, after all patience is spent and allowances for lunacy sold as expertise becomes exhausting, you just have to call it what it is: Plain old bullsh$$. Here are some recent examples of this type of manure: Reality...