Newsletters

Stock Market News: Our Portfolio Sector Weightings and Value vs Growth Index Performance   Editors Note  “Only when the tide goes out do you discover who has been swimming naked.” — Warren Buffett Happy New Year! With stocks suffering a sizable decline in December, we suspect that few … Read more about Preview of January 2023 Newsletter

Stock Market News: The Recent Rebounds in Equity Markets and our Earnings Scorecard   Editor's Note “The time for moderating the pace of rate increases may come as soon as the December meeting.” — Jerome H. Powell After a spectacular October, equities continued their tremendous rebound in … Read more about Preview of December 2022 Newsletter

Stock Market News: Two Reasons to Move Towards Equities   Editor's Note “What lies in our power to do, lies in our power not to do.” — Aristotle Maybe all that was needed to turn October into one of the best months in stock market history was for many Wall Street professionals to join … Read more about Preview of November 2022 Newsletter

Stock Market News: Long-Term Perspective from a Value-Stock Basis to Help Navigate Today's Market Environment   Editor's Note “Patience is the best remedy for every trouble.” — Plautus September lived down to its reputation as the worst month of the year this time around, with the S&P … Read more about Preview of October 2022 Newsletter

Stock Market News: Making Sense of the Recent Market Gyrations   Editor's Note “Mr. Market is there to serve you, not to guide you. It is his pocketbook, not his wisdom, that you will find useful.” — Benjamin Graham Though we have long known he has had “incurable emotional problems,” … Read more about Preview of September 2022 Newsletter

Stock Market News: Reason and Evaluation to Keep Calm Without Panic   Editor's Note “I do not think the U.S. is currently in a recession. There are just too many areas of the economy that are performing too well.” — Jerome H. Powell A month ago, the headlines were shouting, “Stocks Post … Read more about Preview of August 2022 Newsletter

Stock Market News: Two First Time Recommendations and a look at the Russell 3000 Index Performance Attribution   Editor's Note “Choose to be optimistic. It feels better.” — Dalai Lama To say that 2022 has been a tough year in the financial markets would seem to be a major understatement. … Read more about Preview of July 2022 Newsletter

Stock Market News: A Look at Our Quarterly Earnings Scorecard   Editor's Note “If you don’t know who you are, the stock market is an expensive place to find out.” – Adam Smith While it took a 6% plus rally over the last full trading week of the month to … Read more about Preview of June 2022 Newsletter

Stock Market News: A Difficult Start to The Year and Our Seasonality and Index Composition   Editor's Note “We depend on mispriced businesses through a mechanism where we’re not responsible for the mispricing.” — Warren Buffett With even the mainstream media shouting that the 12.9% loss … Read more about Preview of May 2022 Newsletter

Stock Market News: Equity Returns and Changes in the Fed Funds, Inflation and Interest Rates   Editor's Note “We do feel the economy is very strong and well positioned to withstand tighter monetary policy.” — Jerome H. Powell While the month closed on a down note, March was nicely … Read more about Preview of April 2022 Newsletter

The Prudent Speculator Stock Market News: A First Time Recommendation and a Look at Our Quarterly Earnings Scorecard   The Prudent Speculator - Editor's Note “The stock market is a device for transferring money from the impatient to the patient.” — Warren Buffett As we add the Russian … Read more about Preview of March 2022 Newsletter

Stock Market News: Two Brand New Recommendations and a Look at Calendar and Valuation Factors Over Time   Editor's Note “I think there’s quite a bit of room to raise rates without threatening the labor market.” — Jerome H. Powell After a spectacular October, equities continued their … Read more about Preview of February 2022 Newsletter

Preview of January 2022 Newsletter   Editor's Note “I am a big cockeyed optimist. I try to accentuate the positive as opposed to the negative.” — Betty White Incredibly, 2021 began with a Democratic sweep of the two run-off elections for the Georgia Senate seats and a Mob Storms Capitol … Read more about Stock Market News: Offering Our Semi-Annual Review of Sector & Industry Group Weightings as well as Value & Growth Sector Attribution