- Jul 31
Time for the Magnificent Seven to Share the Spotlight
While the market has not been this narrow in 30 years, it's broadening out.
- Jul 24
With China Facing Deflation, We Expect These Sectors to Win Either Way
The sluggish economy needs stimulus.
- Jul 17
How Jimmy Hoffa is Helping Us Dig for Ideas
Our firm is very carefully avoiding investments in companies with a large labour presence.
- Jul 11
Charles Schwab Got Thrown Out with the Bathwater
The bank selloff in March presented a great buying opportunity.
- Jul 1
June 30 Newsletter to Clients
Our monthly newsletter to clients discussed our market outlook.