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Jul 31, 2021
Bull Market Blues
Market Commentary

Bull Market Blues

“Well, first you got to want to get off, bad enough to want to get on in the first place And you better trust in your lady luck, Pray to God that she don’t give up on you right now” - lyrics, Johnny Cash “Bull Rider”   One of the more interesting phenomenon currently existent in the financial markets is the disconnect that exists between the reality of most investor’s...

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Jul 06, 2021
Dousing Housing?
Market Commentary

Dousing Housing?

“There’s no place like home, there’s no place like home, there’s no place like home.” – Dorothy, The Wizard of Oz   “Manic Housing Market Needs a Calming Dose of Deregulation”. So headlined Bloomberg on June 1st. “An inflation storm is coming for the U.S. housing market.” Thus warned Marketwatch on June 26th. By now, most of us are aware that residential home prices are, and have been, heading higher,...

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Jun 01, 2021
Inflation Fixation
Market Commentary

Inflation Fixation

“Not only is there but one way of doing things rightly, but there is only one way of seeing them, and that is, seeing the whole of them.” – John Ruskin   At 8:30 am on Wednesday, May 12th the U.S. Bureau of Labor Statistics issued its much anticipated news release of the latest Consumer Price Index number. “The Consumer Price Index …increased 0.8 percent in April…over the last 12...

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May 03, 2021
Taxiing or Take Off?
Market Commentary

Taxiing or Take Off?

“Contradictions do not exist. Whenever you think that you are facing a contradiction check your premises. You will find that one of them is wrong.” Ayn Rand from “Atlas Shrugged”   There it was on the front page of the April 30th edition of The New York Times. “U.S. Economy’s Strong Start Signals a Stellar Year.” One year ago, who would have thought that our journey through Covid would have...

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Apr 08, 2021
Your – oh! March 2021 Commentary
Market Commentary

Your – oh! March 2021 Commentary

“Europe is so well gardened that it resembles a work of art, a scientific theory, a neat metaphysical system. Man has re-created Europe in his own image.” – Aldous Huxley For investors, Europe is not so much a place given up for lost as simply forgotten. And when not forgotten, the glimmerings of its continuing existence are likely to be reminders of the imperfections of the human experience. “In another...

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Mar 02, 2021
Both Sides Now – February 2021 Commentary
Market Commentary

Both Sides Now – February 2021 Commentary

“I’ve looked at clouds from both sides now. From up and down and still somehow it’s cloud’s illusions I recall.”  - Joni Mitchell, lyrics from “Both Sides Now” Inflection points contain a quality uniquely their own. They provide the observer the ability to gaze upon both past and future simultaneously though with the act posing a risk of confusing one for the other! Certainly, the disconnect this month between the...

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Feb 01, 2021
Sell the Gloom Buy the Boom! – January 2021 Commentary
Market Commentary

Sell the Gloom Buy the Boom! –...

“It can be easy to get swept up into catastrophizing the situation once your thoughts become negative…remind yourself that there are many other potential outcomes.” – Amy Morin There have been six economic recessions in the United States in the past quarter century. Our most recent experience of economic tempest and tumult however, has been unique. Economic downturns result in the loss of jobs and thus a lowering of incomes....

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Jan 03, 2021
Heads & Tales – December 2020 Commentary
Finance , Market Commentary

Heads & Tales – December 2020 Commentary

“Facts are stubborn things; and whatever may be our wishes, our inclinations, or the dictates of our passion, they cannot alter the state of facts and evidence.” -John Adams, the 2nd President of the United States Investors may not be currently celebrating all aspects of the current state of their lives, but it would be understandable if they were to pause to tap their pocketbooks an extra time or two...

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