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Market Commentary
March 2024
“What we lost in the fire we will find in the ashes.”. Magnificent Seven the movie. The magnificent seven is not just a movie but…
February 2024
“A wildly fluctuating market means that irrationally low prices will periodically be attached to solid businesses.”. Warren Buffet In this month’s reflection section, we looked…
December 2023
“Your Future Is Whatever You Make It. So Make It A Good One.” Back to the Future (borrowed from last year’s commentary) It is…
November 2023
You can’t grow long-term if you can’t eat short-term. Anybody can manage short. Anybody can manage long. Balancing those two things is what management is.…
September 2023
“Prediction is very difficult, especially if it’s about the future!”– N. Bohr In this month’s reflection section, we had some random thoughts. One was…
August 2023
When a tree falls in the forest, and no one is there, does it make a sound.” Over the past few months, we noticed…
July 2023
Summary “It is difficult to make predictions, especially about the future.”– Niels Bohr Investors began to see daylight in the clouds of inflation. In…