Market Commentary
Back to Basics
As we all continue to navigate these turbulent times, it may be helpful to periodically refocus on why we invest…
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.
Showing 12 of 139 posts · page 8 of 12
2020
Market Commentary
Are We Headed in the Right Direction?
Over the past six months, I have written several articles trying to help clients catch glimpses of the economy. We…
Market Commentary
Momentum Investing
For the past nearly eighteen years, I have been a trend and momentum investment manager, and it has served White…
Market Commentary
A Complete Strategy Needs a Plan for Offense & Defense
Something that caught our eye recently was a New York Times article entitled “Once You’re out of the Market, It’s…
Market Commentary
Consumers Continue to Power Through
About a month ago, I wrote about consumer spending and how credit card data suggested a pronounced recovery from lows…
Market Commentary
Does the Index Really Tell the Story?
As the market continues to trudge higher, I continue to hear comments that there must be something wrong with the…
Market Commentary
Update from White Oak
Market action on Friday saw muted gains for most domestic equity indices, but those gains did cause the Bullish Percent…
Market Commentary
Consumer Spending During a Pandemic
As we head toward the July 4th holiday, the news media continues to blare out a mixed bag of headlines.…
Market Commentary
The Midway Mark and Portfolio Reviews
It may be hard to believe, but the "dog days" of summer are upon us, and we are just a…
Market Commentary
The Economy Begins to Re-open
As you have probably heard by now, the jobs report for May came in much better than expected. Analysts were…
Market Commentary
A Disconnect in the Market
A comment I hear from clients, friends, and others on a fairly consistent basis relates to a disconnect between the…
Market Commentary
The Most Powerful Force in the Universe
An article that appears in Capital at Play – May 2020 issue. Click below to read the article. https://www.capitalatplay.com/the-most-powerful-force-in-the-universe/
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