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            Market Commentary

            2023

             

              • 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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