Investment Outlook: Fourth Quarter 2021 - Football or Football
Friday, February 11, 2022
Just because it sounds the same doesn't mean it is.
A common, long-discussed theme is that European stocks are cheaper than US stocks.
A common, long-discussed theme is that European stocks are cheaper than US stocks.
Investment Outlook: Fourth Quarter 2021 - Fossil Fuels vs Renewable Energy
Thursday, February 10, 2022
A recent Wall Street Journal special section, titled “How Far Have We Really Gotten With Alternative Energy?” highlighted that the share of fossil-fuel-generated electricity dropped from 67% in 2010 to 60% in 2021.
Investment Outlook: Fourth Quarter 2021 - Environmental, Social, Governance, and Rational Thinking?
Monday, February 7, 2022
Environmental, social, and governance characteristics are increasingly used as criteria when professional investors diligence new opportunities.
Investment Outlook: Fourth Quarter 2021 - Market Recap
Monday, January 3, 2022
It’s all a matter of perspective. Looking at the quarter in its entirety would reveal one of the more volatile periods of the year, with near-daily sector rotations and dramatic headline reactions.
Investment Outlook: Third Quarter 2021 - The Search for Yield Can be a Dangerous Game
Tuesday, November 2, 2021
In a perfectly efficient market, the only way to reap larger returns is to take on larger amounts of risk.
Investment Outlook: Third Quarter 2021 - Is Apple's Tim Cook Your Friend?
Friday, October 29, 2021
Pending infrastructure legislation is currently wreaking havoc on Congress. Disagreements on everything from the price tag to the specifics of certain programs have stalled the two promised bills for months now.
Investment Outlook: Second Quarter 2021 Don’t Miss Excellent Writing in CEO Letters to Shareholders
Friday, July 23, 2021
When sifting through annual reports I try to read many of the CEO’s letters to shareholders.
Investment Outlook: Second Quarter 2021 Market Recap
Thursday, July 22, 2021
One of the most common questions I have been getting recently is, “should I be buying right now with the market at an all-time high?” Or, alternatively, “should I sell now and wait for a dip to get back in?” ...
Investment Outlook: Second Quarter 2021 What’s Going on With Commodities and Does it Matter?
Wednesday, July 21, 2021
The term commodity covers a wide range of basic goods and raw materials that are components of other finished goods. As the cost of input materials increases, so too does the finished good.
Investment Outlook: First Quarter 2021 Market Recap
Thursday, April 29, 2021
Rotations
It may have gotten a bit too easy. For a while, it felt as if you could throw money at just about anything in the stock market and watch it rise in value.
It may have gotten a bit too easy. For a while, it felt as if you could throw money at just about anything in the stock market and watch it rise in value.
The NFL Spikes the Ball in the Endzone After Their New Media Contract!
Friday, April 2, 2021
In our last issue, I reviewed how your bill for access to network channels funnels a lot of money to the National Football League.
Investment Outlook: First Quarter 2021 What a Difference a Year Makes
Wednesday, March 31, 2021
It’s been an incredible 12 months; to some, it may have seemed far longer—but the calendar doesn’t lie. This has been a historic year that has seen much suffering and hardship.
Investment Outlook: Fourth Quarter 2020 Show Me the Money!
Friday, February 5, 2021
We have long favored the media industry because it generates copious amounts of cash. This cash flow allows a company to pay dividends and buy back stock - two good ways to benefit shareholders.
Investment Outlook: Fourth Quarter 2020 Don't Judge a Stock by its Index
Thursday, February 4, 2021
It is easy to say that the stock market is expensive based on many of the typical valuation methodologies - Price-to-Earnings or P/E being the most widely used measure. Stocks are expensive when compared to historical averages.
Investment Outlook: Fourth Quarter 2020 Market Recap
Tuesday, January 26, 2021
I won’t even attempt to recap all that has occurred over these past twelve months—there will be entire books written on the subject.
Investment Outlook: Third Quarter 2020 Herd Mentality
Thursday, October 15, 2020
FOMO
Thanks to COVID-19 and the havoc it wreaked in 2020, we chose to take a hiatus from our multi-part behavioral finance series. You may remember the last behavioral article was in our Fourth Quarter 2019 Outlook.
Thanks to COVID-19 and the havoc it wreaked in 2020, we chose to take a hiatus from our multi-part behavioral finance series. You may remember the last behavioral article was in our Fourth Quarter 2019 Outlook.