Latest Market Commentary
Market Commentary Video
Going with the Flow. Does it Make Sense? (1/21/2020)
2020 Should Be a Good Year! (12/23/2019)
The Lack of Bulls is Bullish Sign! (10/7/2019)
Evaluations and Opportunities (9/23/2019)
A Correction ... and Nothing More (8/5/2019)
View Website Archive
Market Observations
Real Rate of the 10-Year Treasury Note (9/17/2026)
Worth the Weight? (9/15/2026)
Profit Margins and Valuations (9/10/2026)
Earnings Surprises and Total Returns (9/8/2026)
Snapshot of the S&P 500 Index Earnings Beat Rate (9/1/2026)
View Website Archive
Monthly Talking Points
A Recap of August 2026 (9/9/2026)
A Recap of July 2026 (8/6/2026)
A Recap of June 2026 (7/2/2026)
A Recap of May 2026 (6/4/2026)
A Recap of April 2026 (5/7/2026)
View Website Archive
Quarterly Newsletter
Issue 91, October 2022 (10/14/2022)
Issue 90, July 2022 (7/13/2022)
Issue 89, April 2022 (4/18/2022)
Issue 88, January 2022 (1/19/2022)
Issue 87, October 2021 (10/15/2021)
View Website Archive