Fed Driven Lunacy

Posted on Sunday, June 14th, 2020

We were able to see four different walls this week as we took the show on the road to Hilton Head Island. The wife and kids needed a break. I haven’t struggled as much I suppose because I have been so busy. Bored has not been anywhere on my list since February. Hilton Head was… read more.

Our WW II Moment

Posted on Saturday, June 6th, 2020

2020 – Pandemic, global trade halted, lockdowns, 20% unemployment, riots – Even my most ardently bullish clients are getting bearish. Quite frankly, this market has roared back on central bank stimulus and the HOPES that we get some sort of V bottom and rebound in economic activity. The rebound will happen. The comparisons are that… read more.

Long Hot Summer

Posted on Sunday, May 31st, 2020

Years ago when my son was born we thought how cool will it be when he graduates in 2020. What a cool year!! 2020! Just imagine. Well, I can imagine a lot but I didn’t imagine this. We have spent a lot of time lately thinking about the year 1968. Why 1968?  We have been… read more.