

- Mar 27
Alphabet Is Worth Far More than its Stock Price
As contrarian investors, the 7% drop in a single day caught our attention and the stock moved to the top of our list for review.


- Mar 16
Is the Collapse of Silicon Valley Bank a Repeat of 1907 or 2008?
The second largest bank failure in U.S. history took place last week.


- Mar 9
Nordstrom, We Hardly Knew Ye
Yet another retailer announced plans to shut down its Canadian operations.


- Mar 3
2023 Has Been a Rocky Road So Far
While we are only two months into the year, the market has exhibited heightened volatility.
- Mar 1
February 28 Newsletter to Clients
Our monthly newsletter to clients discussed our market outlook.