Our Thinking

These are the letters we send to clients. They were written on a particular day about the market as it stood that day, so the date matters as much as the words — we publish them here unedited, as a record of how we were thinking at the time.

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2023

Market Snapshot

Market Snapshot

· Laura McCue

Current US Equity Market Conditions The Bullish Percent for the NYSE has reversed down in O's showing supply in control,…

Market Snapshot

Market Snapshot

· Laura McCue

The NYSE Bullish Percent Investors have the ball and field position is good. Bull/Bear Indicator Chart Climbing out of long…

2022

Processes

Reviewing Online Safety

· Brent Ford

Not surprisingly, the number of reported instances of fraud, phishing schemes, and hacking tends to increase at this time of…

Questions About Our Process?

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