Coasting (Further) Down the Mountain | November 5, 2022

Coasting (Further) Down the Mountain The intention this week was to let the market know what it essentially already knew – that this would be the last 0.75% rate increase and that the Fed would begin to slow rate increases. Wednesday’s FOMC Statement was perceived as dovish and immediately sent stocks higher. The presser had […]
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Commitment | May 22, 2021

Commitment In a bacon and egg sandwich, the difference between the chicken and the pig is that the chicken was involved, but the pig was committed. Successful long-term investing requires commitment, not involvement. Market corrections, both minor and serious, occur with regularity. Following time-tested investment principles allows reason to rule over emotion. During difficult weeks […]
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Can the Infrastructure Lure finally Catch Some Funding? | March 20, 2021

Can the Infrastructure Lure finally Catch Some Funding? Infrastructure should be an easy bipartisan issue. How we pay for it is a big sticking point. Getting a bill passed will not be easy. There are few issues that have been discussed as consistently as infrastructure, but with no meaningful result. Most recently, infrastructure was a […]
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