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October 2026 -When Bad News Is Good News
This morning, we received the September Nonfarm payroll report (i.e., jobs/unemployment report) that showed the U.S. economy added only 29,000 jobs last month – which was woefully under the...
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July 2026 -Earnings Support Current Valuations
We hope you and your family are enjoying a wonderful start to summer and had a great Fourth of July weekend. With the first half of 2026 now complete,...
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April 2026 -Sentiment vs. Fundamentals
We hope you and your family had a wonderful Easter weekend and we trust that your spring season is off to a fulfilling and productive start. As we move...
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February 2026 -The Tech Check
First, and as always, we hope you and your family had a wonderful holiday season and that your 2026 is off to a productive start! After three consecutive years...
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December 2025 -Happy to be Humbled
We hope you and your family had a wonderful Thanksgiving holiday last weekend! It’s hard to believe we are only 20 days away from Christmas -this year really...
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