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  There is so much noise in the first quarter earnings reports that it is difficult at first to get a good evaluation as to how companies are doing.  Some of the noise is weather [...]

It is earnings season and reports are coming in.  The reports are for this past first quarter when winter had a major impact on much of the country. With that in mind, earnings are looking [...]

Schools of fish dart one way then another for almost unknown reasons.  It may be a shadow or perhaps a real predator.  Investors sometimes act the same way.  Buying one day, [...]

It is difficult to stay in tune with the market’s gyrations on a week-to-week basis.  It is fun to speculate about the near term, but the intermediate and long-term is where real [...]

Here is the latest issue of Perspectives newsletter. rc-2014-Q2-newsletter (PDF)