

Investment Climate July 2022: Growth Isn't Dead!
The first half of 2022 is over, and it was a brutal period for stocks in general and for our Core Growth Strategy in particular. Stocks...


Investment Climate April 2022: Stay Positive!
It has been a rough ride for the stock prices of the fastest growing companies in the economy over the last several months. While the...


Investment Climate Jan 2022: Innovation Rules the Day!
Image from https://www.hp.com/us-en/shop/tech-takes/top-7-augmented-reality-experiences The equity markets, and particularly the stocks...

Investment Climate October 2021: Interesting Times
Markets spent the last quarter in a general “holding pattern” with periods of severe up and down volatility followed by periods of...

Investment Climate July 2021: Return of New Public Companies
We have long believed in the power of free enterprise. Now in our fourth decade of managing money, we have never ceased to be amazed at...


Investment Climate April 2021: The Challenge Ahead
Market activity in the first quarter of 2021 can be best described as “wild.” Volatility, now a staple of the modern market, has taken on...


Investment Climate: January 2021
As the pages on the calendar turn from a tumultuous 2020 and into 2021, most are hoping for a return to normalcy and some restitution of...


Investment Climate October 2020
Stocks continued the march toward recovery in the third quarter and turned positive for the year - a feat that just a few months earlier...


Investment Climate July 2020: Making History...While Looking Ahead
The second quarter of 2020 will go down as one of the best quarters in the history of the stock market. The unprecedented and swift...


Investment Climate: Crazy but Insightful Times
As we write this quarter’s Investment Climate, hunkered down under orders from authorities to “shelter in place” in an attempt to...