Equity markets were up in April, and once again traditional areas of equity risk-taking, such as sm…

Hubris and debt: These two cause every crisis or bubble to burst. Today CEO confidence is only aver…

Why has the P/E expanded? Most likely, this reflects central banks’ aggressive liquidity injections…

3) Mamba: Kobe Bryant, the famous basketball player, is scoring the most points and playing the mos…

... Capital Spending remains a hot topic, and we are looking for signs the companies in technology,…

"After all, the S&P500 total yield (dividend plus repurchase) is well over 4%, and you only get…

In order to time the impossible, the inflection, we remain focused on what could cause fear about a…

Parker: After five straight years of handily beating the market, the portfolio has been relatively …

"However, we analyzed this particular advisor's background and learned that they have been at this …

Our portfolio advice has been pretty horrendous lately ... For those who follow our portfolio, we d…

Up to now, we had dealt with our lagging performance by lowering our portfolio turnover (we have ma…

In February, the consensus seemed to be that there was more downside to the bear case than upside t…

All stocks have market values above $15 billion and dividend yields above 4%. They were also selec…

They start by saying 'I'm a contrarian investor by nature' and then go on to say the same thing abo…

Disclaimer: Now with all this market summary stuff out of the way, we need to write what we always …

"We are nice people, but most of us would have been banished from the money management industry by …

Multiple higher? The core of our thesis is that we are in the middle of a long US expansion, one th…

We are constantly asked about the price-to-earnings (P/E) ratio for the market. We have always writ…

'Hocus Pocus 2' is set to premiere on Disney Plus, and Sarah Jessica Parker, Bette Midler, and Kath…

Think again about Black Friday being smaller than Amazon Prime Day. This is a great example of how …