Is It All About Oil (and Commodities) Now?
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Apple Inc. (AAPL) Fails to Excite
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Facebook Earnings – Calendar Spread
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VIX Signals “No Risk in Sight.” Now What?
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It’s FED Week: What’s Next?
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Autos & the Economy
Macroeconomic analysis is not a primary driver of our investment process, but it does play a role. To our way of thinking, there are companies that do well and some…
Markets, Politics & the Short Squeeze
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Extra Value Meal Deals – is McDonald’s on the menu?
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The State of the Equity Markets
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Real Estate & the Headwinds of Higher Interest Rates
Real estate has performed far better than we expected since the financial crises. Did we think there would be some kind of recovery? Yes, but we thought it would look…