The weekend is here! Pour yourself a mug of Organic Fair Trade French Mexican coffee, grab a seat by the window, and get ready for our...
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Succinct Summations for the week ending July 10th, 2020. Positives: 1. Despite terrible news flow, Markets stabilize, recover. 2. Home...
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I have been mulling over a somewhat contrarian theory as to why the US markets seem to have decoupled from the U.S. economy. I have a...
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My end of week morning train WFH reads: • The world falls apart as the US withdraws: An administration that cannot govern makes a stark...
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Not every older Ferrari is beautiful or collectible. There is an entire run of cars in the 1970s — a not especially great era for...
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Is the Stock Market Overvalued, Cheap or Just Right? A Debate Valuation metrics can help in investment decisions, but they’re also...
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My morning train WFH reads: • Will Mega-Stimulus Bring Inflation After COVID and Recession Are Gone? Unlikely. Here’s why, despite...
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Source: Real Economy Blog Joe Brusuelas does some very interesting work in “the middle market,” e.g., midsize...
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Source: Birinyi Associates I really enjoy the regular updates the crew at Birinyi do on stock buybacks. In the most recent note,...
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My mid-week morning train WFH reads: • The Pandemic Is the World’s Long Overdue Reality Check: Populists came to power peddling...
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