December 23, 2022 I want to personally wish you a Happy Hanukkah, Happy Christmas, and a Happy New Year. As usual, there are many...

December 7, 2022 As most of you are aware, I generally believe in free markets capitalism and democracy. Money and power tend to fight...

October 24, 2022 The Future is Bright “The tide of human suffering grows ever greater. This is especially so of those who are refugees....

October 2, 2022 We understand and can appreciate how individuals are uneasy investing during these challenging times. The world has been...

September 22, 2022 Some thoughts on the Federal Reserve and Jerome Powell. The September meeting of the Federal Open Market Committee has...

September 7, 2022 “People pay for what they do, and, still more, for what they have allowed themselves to become. And they pay for it...

August 9, 2022 “Contemplation teaches us how to observe our own small mind and frankly, to see how inadequate it is to the task in front...

August 2, 2022 One of the benefits of being an economist and portfolio manager I am most grateful for is, the friendships I have...

July 20, 2022 “He that can have patience can have what he will”. – Benjamin Franklin We are all impatient to a degree. We want this or...

July 1, 2022 Happy Independence Day! Enjoy friends, family, and celebrate the United States. We truly live in the land of opportunity My...

June 16, 2022 What do I think? I am bullish on the US economy in the long term. I am bullish on quality companies that produce free cash...

May 19, 2022 Anxiety: As all our clients (hopefully) appreciate, we spend a good deal of time understanding their risk tolerance. For us,...