Quarterly Newsletters

January 2019

1st quarter newsletter, including a review of the markets and economy in the 4th quarter of 2018.

Topics include: market corrections; Federal reserve..."a long way from neutral"; record EPS growth for 3rd quarter; negative earnings growth outlook for 4th quarter; first yield curve inversion since 2007; worst Christmas Eve for the markets ever.

Also covered: update on stock model strategies; value outperforms growth in Q4; and Banksy prank.

Download a copy here: 2019 1Q Newsletter

October 2018

A review of markets in the 3rd quarter from Morningstar.

Download a copy here: Morningstar Market Review of Q3

July 2018

3Q 2018 Newsletter, including a review of the markets and economy in the first half of 2018.

Topics include: GDP numbers; Fed Chairman Jerome Powell; the flattening yield curve; quarterly earnings; growth versus value style; Tax-return identity theft; and eyeball tattoos.

Download PDF here:  2018 3Q Newsletter