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Market Commentary

2025


    • External link opens in new tab or windowMAY  -  Imagine That!
    • External link opens in new tab or windowAPR  -  Not So Magnificent
    • External link opens in new tab or windowMAR  -  When The Tide Goes Out
    • External link opens in new tab or windowFEB  -  Change Of Character
    • External link opens in new tab or windowJAN  -  Invincible

2024

 

    • External link opens in new tab or windowDEC  -  President Trump 2.0
    • External link opens in new tab or windowNOV  -  Tsunami Of News
    • External link opens in new tab or windowOCT  -  Three Scenarios
    • External link opens in new tab or windowSEP  -  Importance Of Defense
    • External link opens in new tab or windowAUG  -  Dodged A Bullet
    • External link opens in new tab or windowJUL  -  Dangerous Setup
    • External link opens in new tab or windowJUN  -  Uncharted Waters
    • External link opens in new tab or windowMAY  -  Planting Future Money Trees
    • External link opens in new tab or windowAPR  -  Exuberant Optimism
    • External link opens in new tab or windowMAR  -  History Rhymes
    • External link opens in new tab or windowFEB  -  The Achilles' Heel Of Investors
    • External link opens in new tab or windowJAN  -  New Year's Fireworks

2023

 

    • External link opens in new tab or windowDEC  -  Opportunities Abound
    • External link opens in new tab or windowNOV  -  Trick-Or-Treat
    • External link opens in new tab or windowOCT  -  Higher For Longer
    • External link opens in new tab or windowSEP  -  Objectivity Over Subjectivity
    • External link opens in new tab or windowAUG  -  Hiding In Plain Sight
    • External link opens in new tab or windowJUL  -  Lopsided
    • External link opens in new tab or windowJUN  -  Reinflating The Mega-Cap Tech Bubble
    • External link opens in new tab or windowMAY  -  Loving The Unloved
    • External link opens in new tab or windowAPR  -  Nearing The End
    • External link opens in new tab or windowMAR  -  Seeking Accurate Information
    • External link opens in new tab or windowFEB  -  Don't Dig Too Big Of A Hole
    • External link opens in new tab or windowJAN  -  Oops!

2022

 

    • External link opens in new tab or windowDEC  -  Planning Vs. Predicting
    • External link opens in new tab or windowNOV  -  Mega-Cap Tech Implosion
    • External link opens in new tab or windowOCT  -  Buckle Up!
    • External link opens in new tab or windowSEP  -  Investment Zen
    • External link opens in new tab or windowAUG  -  Great Cessation Shockwaves
    • External link opens in new tab or windowJUL  -  Fed-Induced Turbulence
    • External link opens in new tab or windowJUN  -  Bursting Bubbles
    • External link opens in new tab or windowMAY  -  Loud And Clear
    • External link opens in new tab or windowAPR  -  Slaying The Inflation Dragon
    • External link opens in new tab or windowMAR  -  Value Is Valued Again
    • External link opens in new tab or windowFEB  -  Hawkish Fed
    • External link opens in new tab or windowJAN  -  The Elephant In The Room 

2021


    • External link opens in new tab or windowDEC  -  Fearmongering
    • External link opens in new tab or windowNOV  -  Economic Crosscurrents
    • External link opens in new tab or windowOCT  -  The Fed's Conundrum
    • External link opens in new tab or windowSEP  -  Valuations Matter
    • External link opens in new tab or windowAUG  -  Money For Nothing
    • External link opens in new tab or windowJUL  -  Eyes On The Fed
    • External link opens in new tab or windowJUN  -  Transitory Inflation Is Here
    • External link opens in new tab or windowMAY  -  The Magic Of Low Interest Rates
    • External link opens in new tab or windowAPR  -  Stick To Your Guns
    • External link opens in new tab or windowMAR  -  Multi-Cap Value Investing Is Hot Again
    • External link opens in new tab or windowFEB  -  Short Squeeze
    • External link opens in new tab or windowJAN  -  Contested Election

2020


    • External link opens in new tab or windowDEC  -  Be Prepared
    • External link opens in new tab or windowNOV  -  Dare To Be Different
    • External link opens in new tab or windowOCT  -  Avoid Value Investing Fatigue
    • External link opens in new tab or windowSEP  -  The Tide Is Not Lifting All Boats
    • External link opens in new tab or windowAUG  -  History Was Made
    • External link opens in new tab or windowJUL  -  Partying Like It's 1999
    • External link opens in new tab or windowJUN  -  Technology Stock Bubble
    • External link opens in new tab or windowMAY  -  The Great Cessation
    • External link opens in new tab or windowAPR  -  Stay Logical
    • External link opens in new tab or windowMAR  -  From Euphoria To Hysteria...In 7 Days
    • External link opens in new tab or windowFEB  -  Infected By Coronavirus
    • External link opens in new tab or windowJAN  -  Ready To Be Discovered

2019
    • External link opens in new tab or windowDEC  -  The Secret
    • External link opens in new tab or windowNOV  -  Logical, Patient, And Decisive
    • External link opens in new tab or windowOCT  -  Rotation To Value
    • External link opens in new tab or windowSEP  -  Inverted
    • External link opens in new tab or windowAUG  -  Swimming With The Current
    • External link opens in new tab or windowJUL  -  All About The Fed
    • External link opens in new tab or windowJUN  -  Exciting Opportunities
    • External link opens in new tab or windowMAY  -  Don't Be Too Greedy
    • External link opens in new tab or windowAPR  -  Treasure Hunt
    • External link opens in new tab or windowMAR  -  Boomerang Stock Market
    • External link opens in new tab or windowFEB  -  The Fed Blinked
    • External link opens in new tab or windowJAN  -  2008 Playbook

2018
    • External link opens in new tab or windowDEC  -  Will The Fed Blink?
    • External link opens in new tab or windowNOV  -  Adjusting
    • External link opens in new tab or windowOCT  -  Mounting Risks
    • External link opens in new tab or windowSEP  -  Bubbly
    • External link opens in new tab or windowAUG  -  Distorted
    • External link opens in new tab or windowJUL  -  Index And Fund Investors Beware
    • External link opens in new tab or windowJUN  -  Back And Forth
    • External link opens in new tab or windowMAY  -  On The Brink
    • External link opens in new tab or windowAPR  -  Momentum Reversal
    • External link opens in new tab or windowMAR  -  Zigging When Others Zag
    • External link opens in new tab or windowFEB  -  Market Melt-Up
    • External link opens in new tab or windowJAN  -  Return of Value

2017
    • External link opens in new tab or windowDEC  -  Buyers Beware
    • External link opens in new tab or windowNOV  -  Complacent
    • External link opens in new tab or windowOCT  -  Bullish, But...
    • External link opens in new tab or windowSEP  -  Divergence
    • External link opens in new tab or windowAUG  -  This Time It's Not Different
    • External link opens in new tab or windowJUL  -  Frothy
    • External link opens in new tab or windowJUN  -  Feels Like 1999
    • External link opens in new tab or windowMAY  -  Buy Quality, Avoid Hype
    • External link opens in new tab or windowAPR  -  Staying True To Our Process
    • External link opens in new tab or windowMAR  -  GDP Growth Is Key
    • External link opens in new tab or windowFEB  -  Have A Plan
    • External link opens in new tab or windowJAN  -  Perception Vs. Reality

2016
    • External link opens in new tab or windowDEC  -  Santa Trump
    • External link opens in new tab or windowNOV  -  The Election
    • External link opens in new tab or windowOCT  -  The Big Experiment
    • External link opens in new tab or windowSEP  -  Lack Of Volatility
    • External link opens in new tab or windowAUG  -  No Alternative?
    • External link opens in new tab or windowJUL  -  Black Swans
    • External link opens in new tab or windowJUN  -  Resistance
    • External link opens in new tab or windowMAY  -  Financial Gravity
    • External link opens in new tab or windowAPR  -  Ahead Of Reality
    • External link opens in new tab or windowMAR  -  Competitive Advantage
    • External link opens in new tab or windowFEB  -  Isn't It Ironic?
    • External link opens in new tab or windowJAN  -  Valuation Barbell

2015
    • External link opens in new tab or windowDEC  -  Gravitation Of Money
    • External link opens in new tab or windowNOV  -  Weaker Than It Looks
    • External link opens in new tab or windowOCT  -  Expect The Unexpected
    • External link opens in new tab or windowSEP  -  Salivating
    • External link opens in new tab or windowAUG  -  The Last Laugh
    • External link opens in new tab or windowJUL  -  Greek Tragedy
    • External link opens in new tab or windowJUN  -  Tired
    • External link opens in new tab or windowMAY  -  Transitory High Prices
    • External link opens in new tab or windowAPR  -  April Fools
    • External link opens in new tab or windowMAR  -  Beware Of Greed
    • External link opens in new tab or windowFEB  -  Bond Market Bubble
    • External link opens in new tab or windowJAN  -  No Stock Market Bubble

2014
    • External link opens in new tab or windowDEC  -  Central Bank Magic
    • External link opens in new tab or windowNOV  -  Do Not Fight The Central Banks...For Now
    • External link opens in new tab or windowOCT  -  Bad Breadth
    • External link opens in new tab or windowSEP  -  Mr. Market Forgot How To Worry
    • External link opens in new tab or windowAUG  -  Hurricane Shutters Are On
    • External link opens in new tab or windowJUL  -  Musical Chairs
    • External link opens in new tab or windowJUN  -  Intelligent Investing
    • External link opens in new tab or windowMAY  -  Blame It On The Snow
    • External link opens in new tab or windowAPR  -  Digesting 2013
    • External link opens in new tab or windowMAR  -  Investing Is Speculating Enough
    • External link opens in new tab or windowFEB  -  Bubbles, Bubbles Everywhere?
    • External link opens in new tab or windowJAN  -  Let The Taper Begin

2013
    • External link opens in new tab or windowDEC  -  Hooked On QE
    • External link opens in new tab or windowNOV  -  Selective About Valuations
    • External link opens in new tab or windowOCT  -  Fiscal Woes
    • External link opens in new tab or windowSEP  -  Headwinds
    • External link opens in new tab or windowAUG  -  Incremental And Balanced
    • External link opens in new tab or windowJUL  -  Bad News Is Good News
    • External link opens in new tab or windowJUN  -  The Correction
    • External link opens in new tab or windowMAY  -  Siren Song
    • External link opens in new tab or windowAPR  -  Time To Rest
    • External link opens in new tab or windowMAR  -  Stretched
    • External link opens in new tab or windowFEB  -  Market On Steroids
    • External link opens in new tab or windowJAN  -  Fiscal Cliff Bungee Cord

2012
    • External link opens in new tab or windowDEC  -  Taxmageddon
    • External link opens in new tab or windowNOV  -  Two Steps Forward, One Step Back
    • External link opens in new tab or windowOCT  -  Addicted To Stimulus
    • External link opens in new tab or windowSEP  -  Breakout Pending
    • External link opens in new tab or windowAUG  -  Stingy Dividends
    • External link opens in new tab or windowJUL  -  Obsessed With News
    • External link opens in new tab or windowJUN  -  Welcome Back, Fear!
    • External link opens in new tab or windowMAY  -  Muddling Along
    • External link opens in new tab or windowAPR  -  Reflection Point
    • External link opens in new tab or windowMAR  -  Heavily Medicated
    • External link opens in new tab or windowFEB  -  Consolidating Recent Gains
    • External link opens in new tab or windowJAN  -  Bipolar Mr. Market

2011
    • External link opens in new tab or windowDEC  -  Wall Street Roller Coaster
    • External link opens in new tab or windowNOV  -  Belt-Tightening
    • External link opens in new tab or windowOCT  -  A Time To Plant
    • External link opens in new tab or windowSEP  -  Logic Trumps Emotion
    • External link opens in new tab or windowAUG  -  Fear Presents Opportunity
    • External link opens in new tab or windowJUL  -  Kick The Can
    • External link opens in new tab or windowJUN  -  Healthy Pullback
    • External link opens in new tab or windowMAY  -  Resilient
    • External link opens in new tab or windowAPR  -  Fork In The Road
    • External link opens in new tab or windowMAR  -  Recharging The Batteries
    • External link opens in new tab or windowFEB  -  Not Sustainable
    • External link opens in new tab or windowJAN  -  Balance Sheet Recessions

2010
    • External link opens in new tab or windowDEC  -  Investing In A Dynamic World
    • External link opens in new tab or windowNOV  -  Digesting A Bubble
    • External link opens in new tab or windowOCT  -  Ubiquitous Information
    • External link opens in new tab or windowSEP  -  Backing And Filling
    • External link opens in new tab or windowAUG  -  Unusually Uncertain
    • External link opens in new tab or windowJUL  -  Doom And Gloom
    • External link opens in new tab or windowJUN  -  Risk Never Goes Away
    • External link opens in new tab or windowMAY  -  Strong Balance Sheets
    • External link opens in new tab or windowAPR  -  Fatigued
    • External link opens in new tab or windowMAR  -  Debt Is The Killer
    • External link opens in new tab or windowFEB  -  Embrace Capitalism
    • External link opens in new tab or windowJAN  -  Balance Is Strength

2009
    • External link opens in new tab or windowDEC  -  Healthy Skepticism
    • External link opens in new tab or windowNOV  -  Buying On Weakness
    • External link opens in new tab or windowOCT  -  Attractive Value
    • External link opens in new tab or windowSEP  -  Catching Its Breath
    • External link opens in new tab or windowAUG  -  Marching Ahead
    • External link opens in new tab or windowJUL  -  Turning The Corner
    • External link opens in new tab or windowJUN  -  Unintended Consequences
    • External link opens in new tab or windowMAY  -  The Cyclical Nature Of Capitalism
    • External link opens in new tab or windowAPR  -  Irrational Pessimism
    • External link opens in new tab or windowMAR  -  The Test
    • External link opens in new tab or windowFEB  -  This Too Shall Pass
    • External link opens in new tab or windowJAN  -  Stocks On Sale

2008
    • External link opens in new tab or windowDEC  -  Santa Claus To Visit Wall Street
    • External link opens in new tab or windowNOV  -  Buying Low
    • External link opens in new tab or windowOCT  -  Capitulation
    • External link opens in new tab or windowSEP  -  Accumulating Stocks
    • External link opens in new tab or windowAUG  -  Bear Market Bounce
    • External link opens in new tab or windowJUL  -  Between A Rock And A Hard Place
    • External link opens in new tab or windowJUN  -  Potential Energy Building
    • External link opens in new tab or windowMAY  -  Bracing For A Breakout
    • External link opens in new tab or windowAPR  -  Forming A Base
    • External link opens in new tab or windowMAR  -  The Growling Bear
    • External link opens in new tab or windowFEB  -  Bear Market Opportunities
    • External link opens in new tab or windowJAN  -  On Thin Ice

2007
    • External link opens in new tab or windowDEC  -  A Lump Of Coal
    • External link opens in new tab or windowNOV  -  A Tale Of Two Markets
    • External link opens in new tab or windowOCT  -  An Eye On Housing
    • External link opens in new tab or windowSEP  -  A Jekyll And Hyde Market
    • External link opens in new tab or windowAUG  -  The Downside Of Leverage
    • External link opens in new tab or windowJUL  -  Opportunities Brewing
    • External link opens in new tab or windowJUN  -  Treading Carefully
    • External link opens in new tab or windowMAY  -  Euphoria
    • External link opens in new tab or windowAPR  -  The Moment Of Truth
    • External link opens in new tab or windowMAR  -  Turbulence Ahead
    • External link opens in new tab or windowFEB  -  Skeptical
    • External link opens in new tab or windowJAN  -  Profit Taking

2006
    • External link opens in new tab or windowDEC  -  Short Covering
    • External link opens in new tab or windowNOV  -  Overbought
    • External link opens in new tab or windowOCT  -  Balanced
    • External link opens in new tab or windowSEP  -  Modest Improvement
    • External link opens in new tab or windowAUG  -  When The Fed Is Done
    • External link opens in new tab or windowJUL  -  Relief Rally
    • External link opens in new tab or windowJUN  -  An Important Reversal...
    • External link opens in new tab or windowMAY  -  Buy The Rumor, Sell The News
    • External link opens in new tab or windowAPR  -  One Lump Or Two?
    • External link opens in new tab or windowMAR  -  Building For A Breakout
    • External link opens in new tab or windowFEB  -  A Cautious Eye On Interest Rates
    • External link opens in new tab or windowJAN  -  Testing Support

2005
    • External link opens in new tab or windowDEC  -  Buying The Dips
    • External link opens in new tab or windowNOV  -  Incrementally
    • External link opens in new tab or windowOCT  -  The Wall Of Worry
    • External link opens in new tab or windowSEP  -  Market Risk Creates Opportunity
    • External link opens in new tab or windowAUG  -  Patience
    • External link opens in new tab or windowJUL  -  Storm Clouds On The Horizon
    • External link opens in new tab or windowJUN  -  Slow And Steady Wins The Race
    • External link opens in new tab or windowMAY  -  Continued Caution
    • External link opens in new tab or windowAPR  -  Be Conservative
    • External link opens in new tab or windowMAR  -  Is A Breakout Coming?
    • External link opens in new tab or windowFEB  -  A Slow Start To The New Year
    • External link opens in new tab or windowJAN  -  A Bull Within A Bear

2004
    • External link opens in new tab or windowDEC  -  Will Santa Claus Visit Wall Street?
    • External link opens in new tab or windowNOV  -  Shifting From Defense To Offense
    • External link opens in new tab or windowOCT  -  Effect Of Political Uncertainty On Wall Street
    • External link opens in new tab or windowSEP  -  Protecting Portfolios With Cash
    • External link opens in new tab or windowAUG  -  Strong Economy And Weak Stock Market
    • External link opens in new tab or windowJUL  -  Stock Valuations And Rising Interest Rates
    • External link opens in new tab or windowJUN  -  Fed To Begin Hiking Interest Rates?
    • External link opens in new tab or windowMAY  -  Focus On Defense
    • External link opens in new tab or windowAPR  -  Inflation Looms
    • External link opens in new tab or windowMAR  -  Great Expectations Could Disappoint Wall Street
    • External link opens in new tab or windowFEB  -  Rising Interest Rates Cause Concern For Stocks
    • External link opens in new tab or windowJAN  -  Is Inflation Lurking Around The Corner?

2003
    • External link opens in new tab or windowDEC  -  The Red-Hot U.S. Economy
    • External link opens in new tab or windowNOV  -  Low Inflation = Bullish Stock Market
    • External link opens in new tab or windowOCT  -  Caution In An Eerie Month
    • External link opens in new tab or windowSEP  -  Economic Growth In Full Gear
    • External link opens in new tab or windowAUG  -  Interest Rates On The Rise
    • External link opens in new tab or windowJUL  -  Asset Allocation Shifting To Stocks
    • External link opens in new tab or windowJUN  -  Tax Cuts Bullish For Stocks
    • External link opens in new tab or windowMAY  -  Rally Mode
    • External link opens in new tab or windowAPR  -  Green Light: Buy Signal Observed
    • External link opens in new tab or windowMAR  -  Waiting Patiently For A Buy Signal
    • External link opens in new tab or windowFEB  -  War With Iraq Imminent
    • External link opens in new tab or windowJAN  -  War And Your Investment Portfolio

2002
    • External link opens in new tab or windowDEC  -  A Strengthening Economy...And Stock Market
    • External link opens in new tab or windowNOV  -  Reversal Signals More Upside Ahead
    • External link opens in new tab or windowOCT  -  Is The Bottom Near?

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