Insights

Dampening the Fuse to Market Euphoria
I say it all the time: Pray for the things that we fear because they create long-term opportunity. Thankfully, we’re...
It’s the End of the World as We Know It…
…and I feel fine. Yes, I know. The world is ending for any number of reasons scribbled across any number...
An Odd Twist of Stock Market Fate
There are a few things to be aware of as the financial and economic positives build for 2018 and beyond....
Sorry, I Was Wrong…
I’ve suggested for many moons now how we should consider the claim that the investor crowd is too bullish and...
Who Moves Less Wins
Sometimes, after all patience is spent and allowances for lunacy sold as expertise becomes exhausting, you just have to call...
As Good As It Gets?
The latest on corporate earnings is that the averages have been doing far better than the stocks reporting results, even...
“Aye, But No, But Yeah, But…”
I hear lots of stuff each day. Calls, emails, comments by response, questions posed in posts, the lot… It's all...
Things Look “Solid”
The corporate earnings season in perspective, all seems well for the long-term investor. In fact, to see continued volatile churn...
Are You Waiting for “Red Ink”?
So, US GDP despite Mother Nature’s anger came in far better than expected. There will likely be adjustments in the...
Stop the Insanity
Last week the Dow Jones and S&P 500 fell by about 48 basis points. For you non-maths people that's the...
The Boring Norm of Upward Earnings
First, make sure you click here to watch our short video on the surprising strength building in the US economy....