This blog article is for those of you that appreciate some degree of fundamental analysis, and the chartbelow tells a story that is very relevant to our investment models for 2022. This fall we started to seearticles in the financial press addressing two important...
I have a friend who owns and operates a small specialty machine tool sales and service company. His customers own machine shops and factories in the northeast. Thus far in 2021 his business is already up 160% over his 2019 levels. Some of this increase comes from his...
By Steve Worth What do the numbers 1.52 million and 30,269 have in common? They are both all-time highs; in the US Covid-19 infection count, and the Dow Jones Industrial Average. An increasing number of people are struggling with the many difficulties caused by this...
2019: An Unexpected Result Wow – great year! But do you remember how we felt in January 2019? Investor sentiment was quashed by a -9.2% correction in U.S. stocks in December 2018, and the anti-growth political events of the day; a partial...
One of the most prevalent market news items of late is the fact that the yield curve is flattening and may be an indicator of a recession. Matt Phillips of the New York Times published a wonderfully digestible article, if not provocatively titled, “What’s the...
Recent Comments