Archive for year: 2021

Future Corporate Earnings

The signal in a sea of noise In September we wrote about…

The Taxi Driver Signal

Investment advice from the wrong people Toward the end of…

Rooting for the Stocks We Don't Own

Fewer stocks are pushing the market higher Most of the stocks…

Corporate Profits Drive The Market

Stock prices anticipate future corporate earnings The stock…

The Correction Season

Trimming expectations in the short-term The chart below illustrates…

Business Sales Recover, and Then Some

The stock market saw this coming Another historic chart,…

Scouting the Terrain

Defending an argument, or trying to learn?  Everyone’s…

Cryptocurrencies

Investment opportunity, disrupter, fad? Twelve years ago,…

Inflation: Back to the Seventies?

How to protect our investments from inflation A couple of…

Wisdom from Other People

Sharing some of what we read We like communicating our thoughts…

Avoiding International Stocks

But Owning Multinationals Nearly every business we own is…

Finding the Best Business Partner

And once you found them, don’t let go There are two fundamental…

Indexing at Dock Street

One year ago the market crashed---who sold and who didn’t? Simply…

What Just Changed?

The latest pullback in stocks In the last few days stock…

Some Covid Numbers

Cases are down and vaccinations are up We present the…

10 Minute Economist

A different kind of recession and recovery The strength of…

Making Money While Being Wrong

A year full of worries, and great returns for stock investors Last…

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