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October 28, 2024

“Ask not what your country can do for you, ask what you can do for your country.” John F. Kennedy As we enter the last week of this Presidential election cycle, I thought it appropriate we consider our obligations as citizens and remember to vote, On a lighter side, Happy Halloween to all. Once a […]

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October 21, 2024

“The aim of the wise is not to secure pleasure, but to avoid pain.” Aristotle Wise words from the source of most western philosophy, in life and in investing. Well, here we go with another positive week as we enter the third year of this Bull Market. Here are the numbers. The S&P 500 gained […]

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October 14, 2024

Happy Columbus Day!   “The entrance strategy is actually more important than the exit strategy.” Edward Lambert As in life, investing, and politics it is getting in the game that matters. Quick summary: Equity markets set new highs last week after a double-shot of news gave the market a dose of reality. The October read of […]

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October 7, 2024

“The key to making money in stocks is not to get scared out of them.” Peter Lynch We closed another successful week, U.S. stocks rallied Friday on fresh signs of a strong labor market, with the Dow Jones Industrial Average ending at a record peak while the bond market dialed back recession fears. Here are […]

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September 30, 2024

“Our favorite holding period is forever.” Warren Buffett The last week of the third quarter is in the books, here are the numbers: the S&P 500 gained, .46%, the Dow Jones Industrial Average added .60%, the Nasdaq continued moving up .69%. Internationally, the news was even better, the FTSE 100 was up 1.10% and the […]

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September 23, 2024

“The individual should act consistently as an investor and not a speculator.” Benjamin Graham   All the major averages closed modestly higher Friday, (the Dow reaching a new record high), as major U.S. stock benchmarks booked weekly gains in the wake of the Federal Reserve’s large interest-rate cut last Wednesday. Last Friday, The Dow rose […]

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September 16, 2024

“The stock market is a device for transferring money from the impatient to the patient” Warren Buffett. (I know I have used this quote before, but, after the last two weeks it seemed more than appropriate.) Coming off its worst week of the year, the stock market notched its best week since November 2023. Here […]

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September 9, 2024

“Although it is easy to forget sometimes, a share is not a lottery ticket… it’s part ownership of a business.” Peter Lynch Let’s all remember this after a lousy week (a technical term) last week, Markets usually rebound. Here are the numbers for the first week of September. The S&P 500 lost 3.64%, the Dow […]

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September 2, 2024

“There is no American without labor, and to rob one is to fleece the other”. Abraham Lincoln Happy Labor Day to all, as the summer winds down and as the 4th quarter and the presidential election looms, please remember to vote like your pocketbook depends on it. (because it does!). Here are the numbers from last […]

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August 26, 2024

“I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful.” — Warren Buffett As we finished last week with the much-anticipated remarks from the Federal Reserve Chairman, the close of the Democratic convention on their vision for the future and RFK dropping […]

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