Newsletter & Blog

Our latest research and news.

August 2021 Market Commentary

On March 23rd, 2020, The S&P 500 dangled at 2,237.40. Three hundred and fifty-four trading days later, on August 16th, 2021, the S&P 500 closed at 4,479.71. The fastest 100% gain off a bottom since World War II….

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July 2021 Market Commentary

Distraction is the enemy of success. And distractions in the investing realm are well supplied. Wall Street never hesitates, dispensing arbitrary advice; “you need this,” or “you should do that.” The pundits on CNBC don’t know you or your family….

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