Fiscal Cliff, Slope, or Obstacle Course?

The financial media is filled with year-end dire warnings of catastrophic consequences of the U.S. economy falling over the “fiscal cliff”. Could this really happen? It could, but probably not. We and most market watchers are hopeful for a last minute compromise with more details to come in 2013. Is the fiscal cliff real? Yes-.. read more →

TIME TO HOLD HANDS AND TALK

Just a quick note to let everyone know that the sun is still shining (somewhere). Seriously though, after another tough week in the market two things are fur sure; 1) The volatility is not going away any time soon and 2) We will not change our discipline. We have stayed true to our discipline of finding.. read more →

What’s Next?

Just a quick note to let you all know what our thoughts and actions are after the past few days. Backing up a couple of weeks, we were steadfast in our belief that the debt debacle would be addressed before the August 2nd deadline and that the GDP and forward looking earnings numbers supported a growth.. read more →