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Lonely Bull Blog



Welcome to Riverplace Capital's market analysis & financial blog. We approach investment management optimistically. While markets will perpetually fluctuate, our gaze remains fixed on the horizon, because only in the long run will true gains ever be realized. Read on as our founder and chief investment strategist, Peter Bower, leverages his decades of insight to unpack the markets weekly.

February 20, 2025
Featured image for “Quarterly Report Card”

Quarterly Report Card

Every quarter, investors get a look at how public companies are doing. The businesses must report their earnings and revenues for the past quarter and their financials year-to-date. They must also announce any other important and relevant information. In addition, many firms also give some guidance for their profitability and sales for the next few quarters. So far so good! Seventy-seven percent of reporting companies have…
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February 13, 2025

Jevons Paradox

This is an observation that as a resource becomes cheaper, perhaps by technological improvements or efficiencies, the use goes up. The…
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February 6, 2025

Newton’s Third Law of Motion

“For every action, there is an equal and opposite reaction.” This physical law can also apply to human interactions. Perhaps…
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January 30, 2025

Resilient!

So much has been thrown at our stock market this year, but it has proven to be resilient. From worries…
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Our tech industry just had a wrench thrown into its works from a smallish Chinese AI startup, DeepSeek. What impact will this have on AI incumbents?
January 27, 2025

DeepSeek

Our tech industry just had a wrench thrown into its works from a smallish Chinese AI startup, DeepSeek. This company was…
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A New Era Begins
January 23, 2025

A New Era Begins

We are now in the Donald Trump era for the stock market. The new administration promises many changes in direction…
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Sticky Inflation (Not All Bad)
January 16, 2025

Sticky Inflation (Not All Bad)

The inflation rate has gotten sticky at about where the Bull expected it to level off. The Bull stated this…
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January 9, 2025

Technical Update

It is useful to periodically look at the technical condition of our stock market. As regular readers of this blog…
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The Bond Vigilantes are Back
January 2, 2025

The Bond Vigilantes are Back

“Bond vigilante” is a term coined in the 1980s for traders and investors who drove up interest rates at the…
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December 26, 2024

Volatility!

Get used to it. It is here to stay and should remain elevated. The Bull and his partners have been warning…
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December 19, 2024

Merry Christmas & Happy Holidays!

Take a moment or a few days to celebrate another successful financial year! No one knows what is coming next,…
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December 12, 2024

The Year-End Push

This is the time of year when institutional investors make moves to finish their reporting year. Tax losses are often taken, portfolios are reevaluated…
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Potential vs. Realization
December 5, 2024

Potential vs. Realization

As regular readers know, the Bull has been cautious since several internal stock market metrics turned negative. These measures point…
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November 28, 2024

The Holidays Are Upon Us

It has been a terrific year for stock market returns. For those, we have a lot to be grateful. However,…
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November 21, 2024

Hold Some Dry Powder!

Volatility has been increasing. The Bull and his partners believe it will persist and perhaps even increase. We are also…
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The Bull recently wrote a cautionary comment that stock prices do not grow to the sky. The investor elation after the election has almost propelled them to it.
November 14, 2024

Caution!

Two weeks ago, the Bull wrote a cautionary blog commenting that stock prices do not grow to the sky. The…
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November 7, 2024

Glad It’s Over!

After a long, tortuous election campaign, many investors are glad it is over. Now that we know some of what the…
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October 31, 2024

Up Against the Sky!

The Wall Street adage is that stocks do not climb to the sky. More than a few already have. Trillion-dollar capitalizations…
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It's the Big E
October 24, 2024

It’s the Big E

It is still early in the third quarter reporting period, but indications point toward a good solid earnings season. Our U.S.…
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This market is performing tricks that make Olympic divers look timid. The stock market has shown great resilience, but this volatility is bound to persist. 
October 17, 2024

One and a Half Gainer with a Full Twist

This market is performing tricks that make Olympic divers look timid. Its action is not just up and down but also…
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Riverplace Capital is proud to support efforts in bringing awareness to breast cancer as well as attempts to reduce its impact and eventually find a cure.
October 10, 2024

Breast Cancer Awareness Month

Riverplace Capital is proud to support efforts in bringing awareness to breast cancer as well as attempts to reduce its…
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There is always some uncertainty in investing, but the current state is even more than usual. In the meantime, tread cautiously -- the fog will clear soon.
October 3, 2024

It’s Still Not Over

This heightened period of volatility still has time to run. Until we get past the election and its possibly messy…
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September 26, 2024

Mother Nature Always Wins

You can’t fight “Mother Nature!” Here, the Bull is using the term to refer to natural tendencies that are always…
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September 19, 2024

Investing in a Volatile Market

The Bull and his partners have been expecting this volatile market period since August. How do we and how should…
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September 12, 2024

Victim or Opportunist

Markets go through rough patches, and this is one. It may turn out that the ultimate drawdown isn’t too bad,…
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