The Noise is Deafening
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 related, [...]
Dollars are falling on my Head
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 pretty [...]
A School of Fish
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, selling the next; [...]
Straight as an Arrow
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 profits are [...]
Perspectives April 2014
Here is the latest issue of Perspectives newsletter. rc-2014-Q2-newsletter (PDF)