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July was a very flat month. The Dow Jones is up approximately half a percent, which is insignificant. In today’s newsletter, we will discuss 2 things about the stock market. 1. Its value to you and 2. Its purpose to … Continue reading
Category Archives: Newsletter
While it has been a little volatile, the market has been really good this last month. The Dow went up by more than 7%. It didn’t seem so nice when we were living it at that moment, but that just … Continue reading
May was a poor month for the markets. All indexes and your portfolios are down. The prior month April was very good. The market fluctuates a lot. It is hard to read much sense into it on a short-term basis. … Continue reading
It was a great month. All of you made a lot of money. It was also a great year to date. Many of the indexes are now at all time highs. Remembering back to how this last December looked, with … Continue reading
A lot of volatility in the stock market this month, but in the end it didn’t go anywhere. The Dow ended the month a few points up compared to the beginning of the month. The quarter, however, was fantastic. The … Continue reading
What a nice month! The profits in January almost made up the entire loss from December. The panic in December was intense. We received several phone calls but almost all of you held tight to the plan. We actually re-balanced … Continue reading
This month and quarter were very poor. The markets were substantially down not just in the US but also worldwide. The result was painful losses in your portfolios. We believe these losses will reverse into gains for you but cannot … Continue reading
The common wisdom (an oxymoron) is that we had another ugly month. Major downswings, panicked phone calls to your favorite investment advisor. The reality, however, is that the market was up for the month. You all made money. I have … Continue reading
This month’s stock market was extremely ugly. The fear turned into a stampede. There were no news events. The US economy was a roaring success. Trade and tariff battles went quiet. But heck, let’s not let facts get in the … Continue reading
This month almost all of you are down a little. This quarter, you are all up a little. Both small amounts. It occurred to me that I have not explained my beliefs correctly on stocks versus mutual funds. The misconception … Continue reading