April 1, 2014 Greetings All, It began as a result of the Financial Crisis of 2007-2009. Lacking regulation and supervision of large financial institutions created a disastrous situation that the government, those that allowed the lacking regulation and supervision, had to step in and clean the mess. There are two sides to this story but […]
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October 10, 2013 Greetings All; As we begin Quarter 4 of 2013 I wonder… When will we again enter the holiday season (read-the fourth quarter) with some sort of confidence in our political system and economy? Last year at this time we were focused upon the “fiscal cliff” (2012); a few years before that it […]
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July 8, 2013 Greetings All: The turmoil culminating in the month of June, creating a fairly stale second quarter result, when compared to quarter one, was aggravated by our Federal Reserve Board stating that the economic conditions were looking to be stronger than they expected. The resulting market action was negative and confounding to me […]
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Greetings All Quarter 1, 2013 has ended and in a truly remarkable fashion. The markets have had the strongest quarterly performance since 2007; led by strong corporate activity, housing, employment and a continuing accommodative Fed. It seems that more retail investors, investors like us, may be tip-toeing back into the stock market. According to an […]
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January 25, 2013 Greetings All: I once again find it hard to believe that another year has passed. In my usual routine of preparing this “beginning of the year” report, I review the previous year’s letter. In doing so, I took pause! Here is what I wrote last January: “The New Year has begun and […]
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Greetings All: Looking back over the past 9 months I am pleased that our investment philosophy has been to “stay the course”, focusing upon your investment plans and basically ignoring the media pundits that would have had you sitting on the sidelines in cash. This also causes me to reflect on the past four to […]
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April 15, 2012 Greetings All: As an investment community we still remain suspect. How can the market have the best quarterly performance since 1998 with a National debt at the highest it has ever been, a political machine running on “un-greased” bearings, unemployment still at a very high level and no clear picture from our […]
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Greetings All: I must start off this quarter by recognizing the patience and calm that my clients have demonstrated this last quarter, specifically since the big downgrade by Standard and Poors (S&P) of US Treasury Debt late in the evening of Friday August 5th. That downgrade followed a week in the market that saw […]
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Greetings All: It was June 14th and I sat at my desk, opened up my financial website and here is what I read, “May Retail Sales Post First Drop in 11 Months”, “Wholesale prices rise at slowest pace in 10 months”, “Minnesota government shutdown looming” and “Stocks set to rise after economic data”! The […]
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