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WHAT TO EXPECT GOING INTO MID-YEAR FROM THE MARKETS

The last time I posted any kind of chart here was on October 30th, in a...

PIH IS COOL AGAIN

Have been adding to our position in PIH since last week when it was...

FEBRUARY CLIENT LETTER: A MAGNIFICENTLY PERILOUS ALTERATION IN THINKING

What follows is a section from the “Thoughts & Analysis” portion of...

JANUARY CLIENT LETTER: THE THING ABOUT CONSENSUS VALUE

What follows is a section from the “Thoughts & Analysis” portion of...

FOLLOWING UP ON THE “SCREAMING BUY” SIGNAL FROM OCTOBER 30th

When we left off on October 30th, I posted an interesting study that pointed...

THE BRILLIANTLY PERILOUS TIMES AHEAD

What follows is a section from the “Thoughts & Analysis” portion of...