image
If FAANG Founders...

At the bottom of the great recession in the fall of 2008 and early spring of 2009 things looked bleak. Amazon - one of the brightest stars of our current rally along with it's FAANG+M companions (Facebook, Amazon, Apple, Netflix, Google and Microsoft) was down over 60% from it's peak reached ten years earlier during the height of the dot-com boom. Similar stories could be told of the other FAANG+M companies which were publicly traded at the time...

read more
Is Inflation in our Future?

This is the first time in my 25+ years as an investment advisor that I've written a newsletter or article about the boogeyman of past generations of retirees.

read more
Q4 2020 Review

Market leadership changed significantly in Q4 2021. While large growth companies in general and FAANG stocks in particular have led this market higher for years - they were noticeable laggards in the most recently completed quarter. Small Cap value made a huge comeback and international and emerging market companies also outperformed.

read more