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Monthly Archives: February 2025

February 24, 2025

“Risk comes from not knowing what you are doing” Warren Buffett Markets were in risk-off mode in the wake of a wave of economic data that showed cracks in key parts of the economy. Bond yields were falling, and the only major S&P sector on the rise was consumer staples, but first, here are the […]

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February 17, 2025

“If you set out to be liked, you would be prepared to compromise on anything at any time, and you would achieve nothing”.  Margaret Thatcher   With the events of the past few weeks, I will attempt to lay out some thoughts on the impact to our country and the markets going forward. I chose […]

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February 10, 2025

“All intelligent investing is value investing. You must value the business in order to value the stock.” Charlie Munger Well, its Valentine week, will the market show us some love? First last week, the week started replacing all the losses caused by the tough tariff talk the previous week only to give back some gains […]

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February 3, 2025

“Rule #1: don’t lose money. Rule #2: Don’t forget Rule #1.” Warren Buffett. Happy Groundhog Day! He saw his shadow, so 6 more weeks of cold!   After a very tragic week with two airline crashes taking 74 souls, nothing can be said to alay the horror to their families. That and the continued partisan […]

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