January 06, 2020
2020 Annual Update and Outlook
“More money has been lost anticipating a correction than actually in one.” – Peter Lynch
Before we can discuss the decade ahead, we must take a look at the decade behind us. We finished off 2019 with one of the best years in the S&P 500 up 31.49%; helping the S&P 500 to an annualized 13.5% gain in the last decade...
October 08, 2019
2019 Q4 Update and Outlook
How much time do we have?
“In politics, the short term is crystal clear and the long term is murky; in the stock market, the short term is murky, but the long term is crystal clear.”
-David Gergen.
Last week markets dealt with a barrage of widely anticipated news releases offering insight into the state of the US economy. While the Manufacturing ISM report was...
August 15, 2019
August 2019 Special Update
I thought we were in a bull market?
We were bullish on the market and still am today. We are in the early stages of a full bull market. However, this does not mean we can stick our head in the sand and ignore the short-term gyrations this market will offer to us over the next 90 days or longer...
July 12, 2019
2019 Mid-Year Update and Outlook
Where can we go from here?
If we told you that this market has gone almost nowhere over the last 18 months, would you believe us? Well, you should. From the highs in January 2018, the S&P 500 is up only about 3% as of this writing. Remember, we had a blast up in 2017 with the tax cuts and then in 2018 near...
April 11, 2019
2019 Q1 Update and Outlook
How high can we go? When is the top? Are we going to pull back? All of these are great questions and deserving of an answer: Much Higher. There will be many tops. Yes, we will pull back at some point. Now, on a more serious note, I want to discuss the rest of 2019...