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November 10, 2025

“It doesn’t take a hero to order men into battle. It takes a hero to be one of those men who goes into battle.” ‒ H. Norman Schwarzkopf   Happy Veterans Day, please remember all we do is because of what they did. Last week we finally got our pullback. Here are the numbers. The […]

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November 3, 2025

No price is too low for a bear or too high for a bull.  Unknown   Happy post Halloween, the markets did not deliver a trick but a big treat. Here are the numbers. The S&P 500 ended the week flat off .08%, the Dow Jones Industrial Average gained .32%, the Nasdaq delivered up,80%. Internationally, The FTSE […]

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October 27, 2025

“I never ask if the market is going to go up or down because I don’t know, and besides it doesn’t matter.” Sir John Templeton   Well, another good week on Wall Street and overseas in England. Here are the numbers. The S&P 500 added 1.59%, the Dow Jones Industrial Average rose 1.93%, and the […]

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October 20, 2025

 “Money is made not in buying/selling but in waiting. Which I have learned hard way multiple times that it’s seared in my head.” Charlie Munger   Not a bad week for investors, with most asset classes closing in the black. Here are the numbers. The S&P 500 gained 1.8%, the Dow Jones Industrial Average added […]

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October 13, 2025

“The true investment challenge is to perform well in difficult times.” Seth Klarman Well, we finally got a pullback on this roaring market, a bit overdue but first here are the numbers. The S&P 500 finished the week off 2.69%, The Dow Jones Industrial Average lost 2.77%, the Nasdaq surrendered 3.01%. Internationally, it fared better […]

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October 6, 2025

“Everyone’s a genius in a bull market.” Warren Buffett Another good week to start the 4th Quarter. Here are the numbers. The S&P 500 gained .81%, the Dow Jones Industrial Average added .98%, the Nasdaq rose .78%. Internationally, it seems to be where all the fireworks were with the FTSE 100 up 2.22% and the […]

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September 29, 2025

“The most important quality for an investor is temperament, not intellect.” Warren Buffett   With a strong finish last Friday, the week’s losses were erased or mitigated. But first here are the numbers. The S&P 500 was slightly off .16%, the Dow Jones Industrial Average actually gained .09%, Nasdaq finished down .54%. Internationally, the FTSE100 […]

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September 22, 2025

  “Know what you own and why you own it “ Peter Lynch Welcome to this week’s edition of our Market Insights, and what a week as we enter the last week of the Third Quarter. As last week wrapped up, global markets showed mixed but generally positive momentum amid ongoing economic signals from central […]

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September 15, 2025

“It is better to be roughly right than precisely wrong.” John Maynard Keynes Good Afternoon, and I am happy to be back, I write with a heavy heart following last week’s profound events, which transcended market reactions. I had the privilege of meeting Charlie Kirk on several occasions and shared a mutual friend. Though not […]

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September 1, 2025

September 1, 2025 “Without labor, nothing prospers” by Sophocles, “All labor that uplifts humanity has dignity” by Martin Luther King Jr., “Choose a job you love, and you will never have to work a day in your life” by Confucius, and “Work hard, rest well. Happy Labor Day! First let me inform you that next […]

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