Month

September 2020
The market is in a bit of a tailspin again as concerns about a lack of progress on fiscal stimulus and the tumultuous election way down sentiment.  While it seems unlikely a new stimulus package will get put out before the election, I think it is very likely one of significant size will come within...
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Equities have sold off quite hard over the last few weeks, starting with the mega-cap Technology names, some of which are down more than 20%, and filtering into the overall market.  Volatility was heightened further over the weekend with the sad news of the passing of long-time Supreme Court Justice icon Ruth Bader Ginsburg.  The...
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Few things are more frustrating in investing than when you feel like you are missing out on an opportunity, which often can occur in speculative bubbles, so I just wanted to share a fun one with you.  You see people making money engaging in an activity, which you might believe intrinsically to not make sense,...
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I’ve talked a lot about how the current market environment has a lot of similarities to the Tech Bubble.  I just wanted to share an interesting chart I found.  September has been a pretty good month for value so far, as it has outperformed growth by over 5%.  Obviously that isn’t a big deal given...
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I wanted to provide a bit of good news in relation to Covid-19.  The Sun Belt wave, which peaked in late July has seen a substantial decline over the last 45 days.  Hospitalizations, ICUs, deaths, and even cases, have dropped meaningfully.  Keep in mind that many deaths we see reported daily actually occurred weeks or...
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“So, ironically, if you’re a value investor, if you’re a contrarian investor, you can’t succeed unless you’re willing to look and feel like an idiot for a period of time, until the turn happens.  If you’re willing to look and feel like an idiot, you will average in gradually and, at the turn, you’ll have...
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