Last week* we reflected on the trillions of dollars of government stimulus and monetary support that has left the United States awash in cash. The result of all of this has...
After the new $1.9 trillion stimulus package was passed along party lines early in the year, the multi-trillions of dollars of government stimulus and additional trillions of...
Current Market Environment The new year began with the Georgia Senate runoff which saw both seats going to Democrats, thereby giving the Dems an effective majority in the Senate....
Successful investing doesn’t have to mimic rocket science. Warren Buffet breaks it down well in his first two rules of investing:
Businesses purchase insurance for vehicles, property, liability, and employees, among others. Workers’ compensation insurance is mandated by law, but most other coverages are...
The yield component of value stocks can play a valuable role in client portfolios given the lack of yield currently available from traditional fixed income asset classes as well...
Have you ever been researching a stock and noticed that it has no P/E ratio? This is usually because the company is unprofitable and thus has no earnings to use as the denominator...
The following blog is an excerpt from our Q4 client letter that was written in late January 2021. We believe the information around industrial production, inflation and bond...
First and foremost, we hope this writing finds you and your families healthy. It’s been a long twelve months and no one could be criticized for being happy to see the end of 2020....
In part one of our blog series Why the Rally in Bank Stocks Can Continue, we discussed the improving clarity on loan losses and reserve levels, and we began examining the...
