De-FANG-ed
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. [...]
Higher, Higher, and Higher
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, Earnings!
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 [...]
Crashing Waves
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 [...]
