Market Commentary

May 2026

“Buy on cannons, sell on the sound of trumpets.” Lord Rothschild This month we looked at the fact investors expectations are more important than the…

April 2026

​Thank you for your continued interest. We always appreciate comments or critiques. We have attached our most recent market commentary. “Party like it’s 1999” Prince…

March 2026

“Don’t Mention the War” Fawlty Towers.The entire month was spent switching from believing the war in Iran is ending to it will be a major…

February 2026

“I know nothing, I am not here – I did not even get up this morning!” Sargent Schultz from Hogan’s Heroes In the reflection section…

December 2025

“Nothing so undermines your financial judgment as the sight of your neighbor getting rich.” J.P. Morgan The big question is whether the market is overvalued…

November 2025

“Double, double toil and trouble; / Fire burn and cauldron bubble?” Shakespeare’s Macbeth   One comment I heard is that the only bubble is the…