June 2025
June 2025 To Our Business Partners THE INVESTING(?) LANDSCAPE While tempted to replace the word “investing” with “speculating” in the title, we thought we’d review some interesting developments in the investing world over the last [...]
June 2025 To Our Business Partners THE INVESTING(?) LANDSCAPE While tempted to replace the word “investing” with “speculating” in the title, we thought we’d review some interesting developments in the investing world over the last [...]
May 2025 To Our Business Partners NAVIGATING MARKET VOLATILITY The stock market has certainly kept us on our toes these past couple of months, reacting sharply to the ebb and flow of tariff news. We've [...]
April 2025 To Our Business Partners MARKET MAYHEM? As we write this, stocks and bonds have become extremely volatile, mostly to the downside, largely due to concerns over the perceived effects of the proposed tariffs [...]
March 2025 To Our Business Partners SILVER ANNIVERSARY As we write this, it has been twenty-five years since the internet bubble of 2000 burst, leading to negative stock returns for the major market indexes for [...]
February 2025 To Our Business Partners PRICE=VALUE? This topic often prompts interesting conversations. Too often these days, when asking what something is worth (its value), the answer comes back, “Well, it’s what it’s selling for [...]
newsletter42 2025january
December 2024 To Our Business Partners DÉJÀ VU While we don’t spend a lot of time on big picture issues concerning the stock market, occasionally something catches our eye we think deserves attention. Interestingly, we [...]
November 2024 To Our Business Partners HAS BUFFETT LOST HIS TOUCH? Much has been written in recent months about Warren Buffett’s latest investment moves. (Buffett is Chairman, largest owner, and primary manager of Berkshire Hathaway [...]
October 2024 To Our Business Partners THE HIGH COST OF PAYING TOO MUCH The NASDAQ Composite, especially its largest components, dubbed the “Magnificent Seven” – Apple, Amazon, Alphabet (Google), Facebook, Microsoft, NVIDIA, and Tesla – [...]
September 2024 To Our Business Partners WHAT WERE YOU THINKING?! - PART 2 A topic we covered three years ago has again come to the forefront of market valuation, that of price to revenues. Back [...]