Jul 31, 2023
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, 2023
With China Facing Deflation, We Expect These Sectors to Win Either Way
The sluggish economy needs stimulus.
Jul 17, 2023
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, 2023
Charles Schwab Got Thrown Out with the Bathwater
The bank selloff in March presented a great buying opportunity.
Jul 1, 2023
June 30 Newsletter to Clients
Our monthly newsletter to clients discussed our market outlook.