Category Archive

Investing is a long-term game. And when evaluating long-term portfolio opportunities, it is worthwhile to consider the relative performance of various segments relative to the broader market.

Last month’s commentary elicited a question from a reader — how do we square our distaste for deficits with our insistence that Social Security need not be cut?  After all, media stories and commentary bemoaning the deficit almost always conflate this with the Social Security Trust Fund “running out of money” within the next decade unless something is done.  The …

A changing of the guard appears to be taking place in the U.S. stock market. The S&P 500 Index continues to set fresh all-time highs with a year end run toward 6000 increasingly coming into view.

The U.S. Federal Reserve still managed to deliver a surprise to markets this week.

The time has finally come.  At long last and following nearly two years of anticipation, the U.S. Federal Reserve is ready to begin delivering the interest rate cuts investors have longed for.

It’s time again. Much like the Olympics and the FIFA World Cup, it’s an epic event that comes once every four years. It is U.S. presidential election season.

Mega cap technology titan Nvidia posted earnings after the bell on Wednesday.  The company vastly exceeded stated analysts’ expectations both on the top line and the bottom line.

The sudden and sharp stock market correction that marked the beginning of August has quickly become a distant memory.

As you can see from the table above, we are on pace for an annual deficit of $2 trillion, give or take a couple of hundred billion. This mismatch between revenue and spending is pretty much as predicted, and nobody seems too bothered by it. Some ritualized denunciations of the growth in the national debt and deficits are appended to …

The stock market dominates the headlines, and understandably so.  The S&P 500 has been a stellar performer for years, and the last nine months last year have been no exception, having surged as much as nearly +40% trough to peak since late October.