Tag Archives: strategy

Quarterly Outlook Summary

Pessimism is growing about the future direction of the markets as is speculation that valuations have become too high. These sentiments are not uncommon in strong markets. Sometimes it’s called climbing a wall of worry. The common ingredients for a … Continue reading

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2016 Year-end Summary

Last year the economy and the markets performed moderately well. The economy has now weathered two interest rate increases from the Federal Reserve. They see the economy growing moderately with low inflation and steady growth. Inflation is low and slowly … Continue reading

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Quarterly Outlook Summary

Our accounts have been performing very well this year largely due to two of our major holdings, Amazon and Oclaro. While these began as quite modest positions, they have grown sufficiently that they are both quite large in our standard … Continue reading

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2013 Year-end Summary

Despite the financial markets performing well for the year, the economy has been slowly gathering steam. Thankfully and partly because of paralysis in Washington, the fiscal stimulus is being diminished “just slowly enough” as the economy regains confidence. Economists generally … Continue reading

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Why Deficits Don’t Matter.

by Bob VeresOctober 29, 2013 The whole idea that we should control the deficit at all is costing our nation trillions of dollars in lost output. The result is lost income, savings, wealth and prosperity. “As a society, we don’t … Continue reading

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Quarterly Outlook Summary

The economy continues to slowly gather steam as housing begins its long awaited recovery and as private sector business confidence and spending also recovers. On the other hand, the public sector, the government, continues to curtail its spending causing economic … Continue reading

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