2nd quarter newsletter reviewing markets and economy over the 1st quarter 2019.
Topics include: Is the bull market back on track?, strong employment environment continues, yield inversion of the 10-year/3-month treasuries, the death of John Bogle, and crazy wedding cakes.
Download a copy here: 2019 2Q Newsletter
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
A review of markets in the 3rd quarter from Morningstar.
Download a copy here: Morningstar Market Review of Q3
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