Rates and Tech and Widgets, Oh My!

Rates and Tech and Widgets, Oh My!

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...
A Second Wave of Worry?

A Second Wave of Worry?

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...

An Unexpected Result

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...

The Flattening Yield Curve – Should We Be Nervous?

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...

Voicing Volatility Views

John Templeton, the legendary global investor and founder of Templeton Funds, was fond of saying, “Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria.”  After a uniquely strong 2017, during which the S&P 500 posted...