Insights

Insights

Mark’s Market Commentary

February 2025: Hollow the Leader?

To everything there is a season, and a time to every purpose under heaven… -Ecclesiastes 3:1 Had an investor pulled a “Rip Van Winkle” over the past several months and…

December 2024: Interesting Rates

Interest rates are to asset prices what gravity is to the apple. When there are low interest rates, there is a low gravitational pull-on asset prices. – Warren Buffett Though…

January 2025: Acceptional

The positions of the Americans is quite exceptional, and it may be believed that no democratic people will ever be placed in a similar one. -Alexis de Tocqueville Chinese startup…

November 2024: Tarrific!

If something cannot last forever, it will end. – Herb Stein; Economist For investors in U.S. equities, November was indeed a month to be thankful for, with the S&P 500…

October 2024: Times that Rhyme

Time is slow, time is fast. It never stops, but it always lasts. – Anxhelo Llangozi, A Poem About Time The last day of October, Halloween, “spooked” investors in big…

September 2024: The Green Machine

Optimism doesn’t wait on facts. It deals with prospects. – Norman Cousins After being cast in the role of Santa Claus on September 18th, offering his fellow citizens a reduction…

July 2024: Did Japan Attack NASDAQ?

It ain’t what you don’t know that gets you in trouble. It’s what you know for sure that just ain’t so. – Mark Twain Perhaps the greatest challenge for investors…

June 2024: Missed Perception

The greater the mismatch between perception and reality, the greater the opportunity. – Mark H. Tekamp “AI Frenzy Propels Stocks to Monster First Half,” read the headline in July 1’s…

May 2024: Sold on Gold?

“So extraordinary a rise in the market price of Gold in this country…pointed to something in the state of our own domestic currency…” – The Report of the 1810 House…

April 2024: Words for The Herd

Genius abhors consensus because when consensus is reached, thinking stops. Stop nodding your head. –  Albert Einstein CNBC headlined on April 12th, “Dow tumbles 475 points, S&P 500 suffers worst day…

March 2024: Springing into Summers

There are three kinds of lies; lies, damned lies and statistics. – Mark Twain; North American Review; 1907 S&P Dow Jones Indices, in its commentary for March 2024, headlined “Despite…

January 2024: Calendar Whirl

Remember, the time of year when the future appears; like a blank sheet of paper, a clean calendar, a new chance…  – Jackie Kay, “Promise” A pair of headlines on…