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Category Archives: Corporate Earnings

August 4, 2025

“In this business if you’re good, you’re right six times out of ten. You’re never going to be right nine times out of ten.” Fidelity legend: Peter Lynch Finally got our sell off, but first here are the numbers. The S&P 500 lost 2.4%, the Dow Jones Industrial average fell 2.9%, and the Nasdaq surrendered […]

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July 21, 2025

“In investing, what is comfortable is rarely profitable.” Robert Arnott   Another big week on many fronts last week, but first here are the numbers. The S&P 500 finished the week up .67%, the Dow Jones Industrial Average was flat off a slight .01%, and the Nasdaq led up 1.47%. Internationally, the FTSE 100 finished […]

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May 12, 2025

“All that I am, or hope to be, I owe to my angel mother.” Abraham Lincoln   Happy Mother’s Day, here are the numbers from last week. The S&P 500 finished up slightly .08%, the Dow Jones Industrial Average added .18%, the Nasdaq gained .63%. Internationally, the FTSE 100 led up .68% and the MSCI-EAFE […]

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May 5, 2025

“Sell in May and go away” Old Wall Street adage Not so Fast! But first the numbers, the S&P 500 gained 2.85%, the Dow Jones Industrial Average matched it up 2.855 also, Nasdaq led the charge, up 3.37%. Internationally, the FTSE 100 had a good week, up 2.155 and the MSCI-EAFE gained 2.45%. The 2-Year […]

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April 28, 2025

“The market will always go up in the long run. And if it doesn’t, it means the world has basically collapsed and you’ll have far worse to worry about than your index fund.” John C. Bogle Former Vanguard CEO   Here we go again! After a wild ride the past few weeks as the world […]

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April 21, 2025

Happy Easter and Passover.   Here are the numbers from the holiday shortened last week, The S&P 500 lost 2.93%, the Dow Jones Industrial Average lost 3.46%, and the Nasdaq surrendered 4.87%. Internationally, the FTSE 100 had a good week, up 4.58% and the MSCI-EAFE gained 2.62%. The 2-year Treasury paid 3.75% and the 10 […]

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April 14, 2025

“A little revolution now and then is a healthy thing don’t you think?” Captain Ramius from the Hunt for Red October.   After numerous conversations with many of our clients this week, I felt compelled, with all humility, to try and explain what is happening in this version of our newsletter. Further, as next week […]

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March 31, 2025

“Invest for the long haul. Don’t get too greedy and don’t get too scared.” Shelby M.C. Davis   Well March came in like a lion but is hardly going out like a lamb, but first, here are the numbers. Last week volatility ruled the day as several key reports came out, The S&P 500 lost […]

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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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January 20, 2025

“The best time to plant a tree was 20 years ago. The second-best time is now.” Chinese proverb.   Happy Martin Luther King Day and Inauguration of the 47th President of the United States.   Well, today is one for the ages, the nonconsecutive inauguration of the President for a second time; only the second […]

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