Update: The Corporate Juggernaut Powers On
Here we introduce a different reason behind the continuing ability of corporate America to increase its share of the overall economic pie.
The Discipline Dividend
So much of what we do from an investment standpoint occurs around the concepts of discipline and dividends.
When Will the Fed Move?
There is great anticipation among investors as to when they will resume downward moves.
The U.S. Remains a City on a Hill
U.S. exceptionalism, whether thought of in its broader original context, or the more restrictive financial and economic context, is essential to the future well being of our country.
The Tariffs Saga: Twists & Turns
Our best hope is that in the coming days and weeks some clarification of these issues will emerge, and of course, we will be monitoring all this closely.
Investing for All Seasons
Since the advent of common stocks, there has been an ongoing search for the perfect way to invest.
Quality Comes Into Favor as the Fed Pivots
With some emerging concerns about a softening economy, quality is being emphasized to a greater extent, and since this is the predominant characteristic of our portfolios, this has been reflected in the returns.
Seeing Isn't Believing
Despite recent economic success, the average consumer either doesn’t see it, or sees it but doesn’t believe it.
GDP: The Economy Surprises Again
For now, we celebrate the outstanding performance of GDP. The future is not risk free, but for now, the present is pretty good.
The Corporate Juggernaut: Losing Steam?
It is safe to say that worker power in this country has been on the decline for decades. Can the recent spate of labor victories in strikes be seen as a turning point in this trend?
It All Started with a Can of Beans
Here is a story of how an investor got his start and how it led to a love of investing that lasted a lifetime.
A Soft Landing Coming?
A recent shift in expectations is now granting a larger possibility that a soft landing can occur.
