"When the train leaves the station, it doesn't back up to let latecomers on. If it does, there's something wrong with the train." - Walter Deemer "Successful investing is having everyone agree with you… later." - Jim Grant All data as of 07/01/2022, Source: Wells Fargo Investment …  Read More
Monthly Stock Market Review – May 2022
“If you have trouble imagining a 20% loss in the stock market, you shouldn’t be in stocks.” – Jack Bogle "In investing it is never wrong to change your mind. It is only wrong to change your mind and do nothing about it." – Seth Klarman The month of May was much more interesting than the tepid …  Read More
Monthly Stock Market Review – April 2022
"In a correction, other people's stocks go down, in a bear market, your stocks go down.” - Alan Abelson "Down cycles are not fun. But they form the basis for enormous future profitability.” - Steven A. Schwarzman Bad. That is the only word we have to describe the markets we follow for the month …  Read More
Monthly Stock Market Review – March 2022
“The market is a pendulum that forever swings between unsustainable optimism and unjustified pessimism." - Benjamin Graham March was quite the interesting month for investors. After a poor start to the year in January and February, the equity markets posted positive gains for the month, with the …  Read More
Monthly Stock Market Review – June 2021
The first half of 2021 has been a good one for investors. On the back of a reopening global economy markets at home and across the globe have performed better than many expected. When one considers the performance of the equity markets in 2019 and 2020 the investment environment looks even brighter. …  Read More