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The FANG stocks; Facebook, Amazon, Netflix, and Google, are finally falling back to earth.  These companies, along with a similar group of others, have had terrific growth.  [...]

Interest rates, inflation, and commodity prices are all trending higher.  This is typical of late cycles and reflective of strong economic growth.  Companies that benefit from these [...]

Earnings season is here.  Finally, instead of conjecture laced with fear, we get some real information.  The recent stock market volatility has been exacerbated by the fact that so many [...]

Despite the crashing waves of domestic and geopolitics, our ship of state keeps on sailing.  This points to the usual separation of politics from economics in investing.  Certainly, at [...]