

Investment Climate July 2023: Embrace the Volatility!
We will dispense the formalities of reporting the news this quarter and jump right into the point which we almost always end up making:...
Investment Climate April 2023: The Fed, Banks and Business
In the first quarter of 2023, markets continued the wildly volatile ride that they have been on for some time now, ending the quarter up...
Investment Climate January 2023: Rip Van Winkle Revisited
The troubled year 2022 has come to a close, and with it has ended our worst year ever (by far) of investment returns on our portfolio...

Investment Climate Oct. 2022: Bullish on Innovation
Market weakness persisted in the third quarter of 2022, with the broad equity indices ending September at or near their lows for the...


Investment Climate July 2022: Growth Isn't Dead!
The first half of 2022 is over, and it was a brutal period for stocks in general and for our Core Growth Strategy in particular. Stocks...


Investment Climate April 2022: Stay Positive!
It has been a rough ride for the stock prices of the fastest growing companies in the economy over the last several months. While the...


Investment Climate Jan 2022: Innovation Rules the Day!
Image from https://www.hp.com/us-en/shop/tech-takes/top-7-augmented-reality-experiences The equity markets, and particularly the stocks...

Investment Climate October 2021: Interesting Times
Markets spent the last quarter in a general “holding pattern” with periods of severe up and down volatility followed by periods of...

Investment Climate July 2021: Return of New Public Companies
We have long believed in the power of free enterprise. Now in our fourth decade of managing money, we have never ceased to be amazed at...


Investment Climate April 2021: The Challenge Ahead
Market activity in the first quarter of 2021 can be best described as “wild.” Volatility, now a staple of the modern market, has taken on...