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 [...]

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 [...]

August 2024 To Our Business Partners VOLATILITY After a relatively long period of calm, stock market volatility has returned.  Stock prices have gone back to displaying wider daily price swings.  This can be unnerving to [...]

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June 2024 To Our Business Partners GROUNDHOG DAY? A recent report in the Wall Street Journal noted that investors are once again moving back into the stock market.  Flows into stock and bond funds are [...]