Archive for category: General

Reading from Primary Sources

Cutting out the middleman We read a lot. But we’re selective…

Profits over Headlines

Why we start with the financials Everyone has heard of…

The Bitcoin Bear

Cryptocurrencies collapse Bear markets reveal economic mistakes.…

The Bond Bear Market

Another asset class suffering permanent value destruction In…

The Millennials’ Correction

Demographics as Destiny Nobody is born knowing anything.…

No Recession in Discretionary Spending

Consumers aren’t hunkering down despite higher costs Nobody…

In Spite of All The Danger

Business continues as usual The beginning of 2022 has been…

Value Destruction—Temporary and Permanent

Cash profits are the tell In every bear market the value…

Not Unprecedented

So far this is a “normal” year for stocks, even though it…

How We Think About Corrections

Getting through to the other side of the valley This is the…

Individuals Matter

History can teach us something about investing The war in…

The Energy Crisis of 2022

War divides the world, threatening prosperity The invasion…

What Would Tom Hodgman Do Today?

Tom Joined Dock Street in 1995—the best partner anyone could…

Isn’t Investing Just Gambling?

No, it’s better, because the odds are in your favor After…

Collateral Damage

A correction can take the good with the bad January has been…

What is Growth?

Not all growth companies deserve the name Along with much…

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…

© Dock Street asset management, Inc. All Rights Reserved.