Weekly TGIF

Weekly TGIF

What Lies Beneath

Fear is back in the Market, triggered again by the coronavirus spread. The media will certainly cite this explanation over the weekend. However, a sell-off was way, way overdue after an almost reckless rally the…
February 21, 2020
Weekly TGIF

The American President

The President of the United States is generally considered the most powerful person on the planet. It's been so since World War II. These days, the American Presidency gets more publicity than pretty much anything…
February 14, 2020
Weekly TGIF

Fear, Greed and Blow-off Tops

I find myself writing to you for the second consecutive Friday that brought sharp declines for stocks. These Friday declines bookended a massive rally, which sent the S&P 500 to fresh, all-time highs. It hasn't…
February 7, 2020
Weekly TGIF

Old MacDonald Had a Lab

Plant-based meat has been all the rage of late, with Beyond Meat and the Impossible Burger hitting the fast food circuit. It's not just vegetarians eating them either. Veggie burgers are not new, they've been…
January 24, 2020
Weekly TGIF

Prudent Principles

"Wall Street has a few prudent principles; the trouble is that they are always forgotten when they are needed most." - Benjamin Graham For those who have not heard of Benjamin Graham (1894-1976), he has…
January 17, 2020
Weekly TGIF

What a Difference a Year Makes

The relentless year-end rally continues. 2019 is tracking towards the best year for stocks in over two decades, back in those dotcom days. It's really been a parabolic move since October, with reckless abandon. Before…
December 27, 2019
Weekly TGIF

A Legend Lost

Our nation lost a Great American this week. Paul Volcker dedicated his life to public service. It’s been commonly said he always believed it to be his calling. Volcker served in government across Democratic and…
December 13, 2019