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…
Moderating Growth, More Volatility
The recent correction of 10-15% in major stock market indexes was ignited by concerns over sovereign debt markets in Europe, but it is also a reflection of moderating growth rate in our economy. The rapid rebound from our recession lows…
Earnings Season – So Far So Good
With the first week of earnings season complete, we are encouraged by the good reports. We expect this current trend to continue as earnings and revenue growth are up. We also like the fact that $51 billion of cash came…
Bargain Hunting
As we predicted in the 4th Quarter 2009 newsletter, the market was due for a correction. With that in mind, we have an extra 18-25% in a cash and bond position for all of our portfolios. This allows us to…