Tariffs and Your Next iPhone

Posted on Sunday, August 4th, 2019

Corporations have been falling all over themselves to buy back stock and borrowing billions to do it. If you have read us for some time you know we are not fans of corporate buybacks. They really only enrich the corporate executives as they buy stock with reckless abandon – mostly because the money is not… read more.

Storm Clouds?

Posted on Sunday, July 28th, 2019

  Very ,very interesting comments from the Coca- Cola CEO this week. As you know we have been writing that it just might be possible that the approaching storm of recession gets headed off and the global growth slowdown is just that – a slowdown. At least that is how the market seems to perceive… read more.

The Coming Shift

Posted on Sunday, July 21st, 2019

Ray Dalio is out with another LinkedIn article on his purview of the current and future investing environment. Dalio touches on the subject of Recency Bias and our human emotional attachment to identifying the future based on the recent past. It is Dalio’s thesis that paradigm shifts happen around decades. His article focuses on the… read more.