2023: Mid-Year Summary
“Send lawyers, guns, and money / Dad, get me out of this” Warren Zevon, “Lawyers, Guns and Money” U.S. investors breathed a sigh of relief in the... more
2022: 3rd Quarter Summary
“You damn right, I've got the blues / From my head down to my shoes” Buddy Guy, “Damn Right, I've Got The Blues” Every investor is now... more
Flash Commentary: Thoughts on Recent Market Volatility
“I'm keeping the faith / Yes I am / You know I'm keeping the faith, oh yes I am” Billy Joel, “Keeping The Faith” The rollercoaster market behavior... more
2022: 2nd Quarter Summary
“But February made me shiver / With every paper I'd deliver / Bad news on the doorstep / I couldn't take one more step” Don McLean, “American Pie” Investors... more
2022: 1st Quarter Summary
“Hush, hush, hush / Here comes the Bogeyman! / Don't let him come too close to you / He'll catch you if he can” 20th-century children’s song, “Hush,... more
2021: 4th Quarter Summary
“It's the same old story / Same old song and dance, my friend” Aerosmith, “Same Old Song And Dance” For the third consecutive year we begin our... more
2021: 3rd Quarter Summary
“It's alright and it's coming on / We gotta get it right back to where we started from” Maxine Nightingale, “Right Back Where We Started From” Third-quarter results... more
2021: 2nd Quarter Summary
“I've just closed my eyes again / Climbed aboard the dream weaver train / Driver take away my worries of today / And leave tomorrow behind” Gary Wright,... more
2021: 1st Quarter Summary
“It's time to move on, time to get going / What lies ahead, I have no way of knowing” Tom Petty & The Heartbreakers, “Time to Move On”... more
2020: 4th Quarter Summary
“Red and white, blue suede shoes, I'm Uncle Sam, how do you do? / Gimme five, I'm still alive, ain't no luck, I learned to duck” The... more